| 1 | Transamerica Financial Advisors, LLC | $15.5M | 259,739 | Added |
| 2 | Janney Montgomery Scott LLC | $6.6M | 110,613 | Added |
| 3 | MORGAN STANLEY | $3.4M | 57,183 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $2.7M | 46,068 | Added |
| 5 | LPL Financial LLC | $2.6M | 44,007 | Added |
| 6 | IHT Wealth Management, LLC | $1.1M | 18,755 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.1M | 18,661 | Added |
| 8 | AlphaCore Capital LLC | $1.0M | 17,545 | New |
| 9 | GOLDMAN SACHS GROUP INC | $933,531 | 15,676 | Trimmed |
| 10 | Cetera Investment Advisers | $879,637 | 14,771 | Trimmed |
| 11 | Kingsview Wealth Management, LLC | $807,341 | 13,557 | Trimmed |
| 12 | Trueblood Wealth Management, LLC | $636,068 | 10,681 | Added |
| 13 | Advisory Services Network, LLC | $582,839 | 9,787 | New |
| 14 | CITADEL ADVISORS LLC | $526,436 | 8,840 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $506,784 | 8,510 | New |
| 16 | Royal Bank of Canada | $422,000 | 7,079 | Added |
| 17 | SILVER OAK SECURITIES, INCORPORATED | $355,225 | 5,965 | New |
| 18 | UBS Group AG | $336,171 | 5,645 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $331,000 | 5,555 | New |
| 20 | Keating Financial Advisory Services, Inc. | $252,499 | 4,240 | Hold |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $240,124 | 4,032 | New |
| 22 | TRUIST FINANCIAL CORP | $236,181 | 3,966 | Trimmed |
| 23 | PEAPACK GLADSTONE FINANCIAL CORP | $234,000 | 3,935 | New |
| 24 | OSAIC HOLDINGS, INC. | $233,607 | 3,922 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $220,698 | 3,706 | New |