| 1 | JONES FINANCIAL COMPANIES LLLP | $8.1M | 736,580 | Added |
| 2 | World Investment Advisors | $2.9M | 276,683 | Hold |
| 3 | Hennion & Walsh Asset Management, Inc. | $2.3M | 209,716 | Added |
| 4 | GUGGENHEIM CAPITAL LLC | $1.3M | 121,328 | Trimmed |
| 5 | MORGAN STANLEY | $995,500 | 90,335 | Added |
| 6 | LPL Financial LLC | $992,734 | 90,085 | Added |
| 7 | Cetera Investment Advisers | $610,322 | 55,383 | Added |
| 8 | OSAIC HOLDINGS, INC. | $535,140 | 48,568 | Added |
| 9 | UBS Group AG | $473,254 | 42,945 | Trimmed |
| 10 | OneDigital Investment Advisors LLC | $409,009 | 37,115 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $405,537 | 36,800 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $374,107 | 33,948 | Trimmed |
| 13 | Jacobi Capital Management LLC | $301,659 | 27,374 | Added |
| 14 | Fortitude Advisory Group L.L.C. | $296,658 | 26,920 | Hold |
| 15 | TRUIST FINANCIAL CORP | $286,477 | 25,996 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $272,248 | 24,705 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $271,830 | 24,667 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $263,102 | 23,875 | Trimmed |
| 19 | Avior Wealth Management, LLC | $224,477 | 20,370 | Hold |
| 20 | Janney Montgomery Scott LLC | $207,000 | 18,793 | Trimmed |
| 21 | Apollon Financial, LLC | $171,912 | 15,600 | Hold |
| 22 | RAYMOND JAMES FINANCIAL INC | $139,557 | 12,664 | Trimmed |
| 23 | Astoria Portfolio Advisors LLC. | $130,300 | 11,824 | Added |
| 24 | Community Bank & Trust, Waco, Texas | $130,000 | 11,799 | Hold |
| 25 | WEDBUSH SECURITIES INC | $128,000 | 11,609 | Hold |