| 1 | ALLIANCEBERNSTEIN L.P. | $872.1M | 11.2M | Added |
| 2 | LPL Financial LLC | $68.0M | 924,967 | Added |
| 3 | Wagner Wealth Management, LLC | $7.7M | 105,061 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 103,960 | Added |
| 5 | Arkadios Wealth Advisors | $7.5M | 102,701 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 85,554 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.0M | 27,664 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $1.6M | 21,719 | Added |
| 9 | Quantum Private Wealth, LLC | $1.2M | 16,558 | Hold |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.0M | 13,746 | Trimmed |
| 11 | Cresset Asset Management, LLC | $912,870 | 12,420 | Added |
| 12 | CITADEL ADVISORS LLC | $664,955 | 9,047 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $606,620 | 8,253 | Added |
| 14 | Worth Financial Advisory Group, LLC | $580,658 | 880 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $577,049 | 7,851 | New |
| 16 | Private Advisor Group, LLC | $512,967 | 6,979 | Trimmed |
| 17 | MGO ONE SEVEN LLC | $462,823 | 6,296 | Trimmed |
| 18 | PMG Wealth Management, Inc. | $328,913 | 4,475 | Hold |
| 19 | JANE STREET GROUP, LLC | $309,435 | 4,210 | Trimmed |
| 20 | MORGAN STANLEY | $187,278 | 2,548 | Hold |
| 21 | Avalon Trust Co | $108,339 | 1,474 | New |
| 22 | Atlantic Union Bankshares Corp | $80,777 | 1,099 | Hold |
| 23 | UBS Group AG | $75,705 | 1,030 | Trimmed |
| 24 | Royal Bank of Canada | $64,000 | 864 | New |
| 25 | PNC Financial Services Group, Inc. | $56,081 | 763 | Trimmed |