| 1 | RiverFront Investment Group, LLC | $15.2M | 243,331 | Trimmed |
| 2 | Prospera Financial Services Inc | $15.1M | 240,976 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 174,500 | Trimmed |
| 4 | ALPS ADVISORS INC | $10.6M | 169,092 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $10.3M | 164,751 | Trimmed |
| 6 | RETIREMENT PLANNING GROUP, LLC / NY | $3.8M | 60,477 | Trimmed |
| 7 | Bison Wealth, LLC | $2.1M | 29,935 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.9M | 30,566 | Trimmed |
| 9 | Janney Montgomery Scott LLC | $987,000 | 15,747 | Trimmed |
| 10 | Koshinski Asset Management, Inc. | $947,091 | 15,113 | Trimmed |
| 11 | GAMMA Investing LLC | $926,243 | 14,780 | Trimmed |
| 12 | DAVENPORT & Co LLC | $734,979 | 11,728 | Added |
| 13 | CITADEL ADVISORS LLC | $593,786 | 9,475 | Added |
| 14 | LEIGH BALDWIN & CO., LLC | $512,593 | 8,179 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $328,330 | 5,239 | Added |
| 16 | TWO SIGMA INVESTMENTS, LP | $274,489 | 4,380 | Trimmed |
| 17 | Stratos Wealth Partners, LTD. | $253,815 | 4,050 | Added |
| 18 | JPMORGAN CHASE & CO | $152,698 | 2,482 | Hold |
| 19 | Elevated Capital Advisors, LLC | $61,039 | 974 | Trimmed |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | $55,838 | 891 | Added |
| 21 | UBS Group AG | $24,378 | 389 | Trimmed |
| 22 | MORGAN STANLEY | $5,415 | 86 | Hold |
| 23 | WELLS FARGO & COMPANY/MN | $56 | 1 | New |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |