| 1 | Clear Creek Financial Management, LLC | $2.9M | 87,447 | Added |
| 2 | PARK AVENUE SECURITIES LLC | $1.6M | 49,115 | Added |
| 3 | Cetera Investment Advisers | $1.2M | 37,537 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 31,314 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $914,759 | 27,962 | Trimmed |
| 6 | Madrona Financial Services, LLC | $646,075 | 19,749 | Trimmed |
| 7 | Waverly Advisors, LLC | $618,627 | 18,910 | Hold |
| 8 | MGO ONE SEVEN LLC | $616,141 | 18,834 | Hold |
| 9 | Gallagher Fiduciary Advisors, LLC | $518,670 | 15,855 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $502,197 | 15,351 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $415,537 | 12,702 | Added |
| 12 | Glen Eagle Advisors, LLC | $414,850 | 12,681 | Hold |
| 13 | AE Wealth Management LLC | $406,900 | 12,438 | Hold |
| 14 | Capasso Planning Partners LLC | $394,371 | 12,055 | Hold |
| 15 | Ameritas Advisory Services, LLC | $345,136 | 10,550 | Hold |
| 16 | Kestra Advisory Services, LLC | $283,077 | 8,653 | Trimmed |
| 17 | CWM, LLC | $276,927 | 8,465 | Trimmed |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $250,984 | 7,672 | Hold |
| 19 | Prasad Wealth Partners, LLC | $249,447 | 7,625 | Hold |
| 20 | Buck Wealth Strategies, LLC | $234,889 | 7,180 | Hold |
| 21 | VICTORY FINANCIAL GROUP, LLC | $233,155 | 7,127 | Hold |
| 22 | CITADEL ADVISORS LLC | $211,792 | 6,474 | New |
| 23 | Geneos Wealth Management Inc. | $195,959 | 5,990 | Trimmed |
| 24 | Advisory Services Network, LLC | $110,018 | 3,363 | Trimmed |
| 25 | Capital Analysts, LLC | $48,000 | 1,474 | Hold |