| 1 | GOLDMAN SACHS GROUP INC | $18.2M | 186,644 | Added |
| 2 | EARNED WEALTH ADVISORS, LLC | $17.8M | 182,083 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $15.1M | 154,439 | Trimmed |
| 4 | MORGAN STANLEY | $14.7M | 151,023 | Added |
| 5 | TRUIST FINANCIAL CORP | $9.1M | 93,513 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $7.4M | 76,070 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 48,079 | Trimmed |
| 8 | Proactive Wealth Strategies LLC | $4.5M | 46,047 | Added |
| 9 | LPL Financial LLC | $4.1M | 41,520 | Trimmed |
| 10 | Corient Private Wealth LLC | $3.7M | 37,721 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $3.4M | 34,643 | Trimmed |
| 12 | GTS SECURITIES LLC | $3.2M | 32,754 | New |
| 13 | Janney Montgomery Scott LLC | $2.8M | 29,036 | Trimmed |
| 14 | Royal Bank of Canada | $2.6M | 26,199 | Trimmed |
| 15 | BostonPremier Wealth LLC | $2.2M | 22,494 | Added |
| 16 | UBS Group AG | $1.7M | 17,147 | Trimmed |
| 17 | Steward Partners Investment Advisory, LLC | $1.6M | 16,069 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 14,936 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $1.3M | 13,113 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $1.2M | 12,589 | Trimmed |
| 21 | Summit Financial, LLC | $1.2M | 12,115 | Trimmed |
| 22 | Paragon Private Wealth Management, LLC | $1.2M | 11,978 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $1.2M | 11,883 | Added |
| 24 | Arkadios Wealth Advisors | $1.1M | 11,520 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 11,028 | Added |