| 1 | HighTower Advisors, LLC | $34.8M | 164,936 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $9.8M | 46,460 | Added |
| 3 | LPL Financial LLC | $9.8M | 46,273 | Added |
| 4 | MORGAN STANLEY | $9.3M | 44,250 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $5.0M | 23,509 | Added |
| 6 | STIFEL FINANCIAL CORP | $3.1M | 14,782 | Trimmed |
| 7 | Cetera Investment Advisers | $2.3M | 11,070 | Trimmed |
| 8 | Outlook Wealth Advisors, LLC | $2.3M | 10,875 | New |
| 9 | Nilsine Partners, LLC | $2.2M | 10,285 | Added |
| 10 | JANE STREET GROUP, LLC | $1.7M | 8,105 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 6,377 | Trimmed |
| 12 | Hennion & Walsh Asset Management, Inc. | $1.1M | 5,204 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.1M | 5,172 | Added |
| 14 | Quantinno Capital Management LP | $909,949 | 4,314 | New |
| 15 | Private Advisor Group, LLC | $856,798 | 4,062 | Trimmed |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $724,753 | 3,436 | Added |
| 17 | NewEdge Advisors, LLC | $685,731 | 3,251 | Hold |
| 18 | Prospera Financial Services Inc | $668,042 | 3,160 | Trimmed |
| 19 | Wellington Shields & Co., LLC | $582,376 | 2,761 | Trimmed |
| 20 | MinichMacGregor Wealth Management, LLC | $462,146 | 2,191 | Trimmed |
| 21 | Fulcrum Equity Management | $435,102 | 2,063 | Added |
| 22 | Evercore Wealth Management, LLC | $421,859 | 2,000 | Hold |
| 23 | EQUITABLE TRUST CO | $343,604 | 1,629 | Hold |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $328,839 | 1,559 | Hold |
| 25 | Vision Capital Management, Inc. | $316,395 | 1,500 | Hold |