| 1 | JPMORGAN CHASE & CO | $33.0M | 864,838 | Added |
| 2 | Stewardship Advisors, LLC | $6.0M | 151,760 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $4.3M | 109,288 | Trimmed |
| 4 | LPL Financial LLC | $3.3M | 83,387 | Added |
| 5 | Fingerlakes Wealth Management, Inc. | $3.2M | 80,941 | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $3.0M | 76,643 | Added |
| 7 | Perennial Investment Advisors, LLC | $2.9M | 72,668 | Added |
| 8 | JOURNEY STRATEGIC WEALTH LLC | $2.9M | 72,107 | Added |
| 9 | Sand Hill Global Advisors, LLC | $2.8M | 71,636 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 69,289 | Added |
| 11 | TRUIST FINANCIAL CORP | $2.6M | 66,220 | Trimmed |
| 12 | Pearl Planning LLC | $2.3M | 56,942 | Added |
| 13 | CITADEL ADVISORS LLC | $1.3M | 33,026 | Trimmed |
| 14 | HighTower Advisors, LLC | $1.3M | 32,344 | Added |
| 15 | TWO SIGMA INVESTMENTS, LP | $1.2M | 30,900 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $1.2M | 29,621 | Added |
| 17 | Onyx Bridge Wealth Group LLC | $1.1M | 27,015 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $942,992 | 23,838 | Added |
| 19 | Dynamic Advisor Solutions LLC | $885,822 | 22,393 | Added |
| 20 | Sonoma Allocations LLC | $881,912 | 21,878 | Added |
| 21 | OSAIC HOLDINGS, INC. | $734,673 | 18,571 | Added |
| 22 | Prism Advisors, Inc. | $711,247 | 17,980 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $660,048 | 16,686 | Trimmed |
| 24 | HILL ISLAND FINANCIAL LLC | $596,771 | 15,086 | Added |
| 25 | Cassaday & Co Wealth Management LLC | $480,231 | 12,140 | Trimmed |