| 1 | RAYMOND JAMES FINANCIAL INC | $5.4M | 161,736 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $3.5M | 105,006 | Added |
| 3 | LPL Financial LLC | $3.4M | 103,528 | Trimmed |
| 4 | MORGAN STANLEY | $3.3M | 100,462 | Trimmed |
| 5 | Sound Income Strategies, LLC | $1.7M | 51,398 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $1.6M | 48,983 | Added |
| 7 | Cetera Investment Advisers | $1.5M | 45,096 | Added |
| 8 | SYKON CAPITAL LLC | $1.4M | 43,109 | Added |
| 9 | Capital Management Associates, Inc | $1.2M | 36,125 | Hold |
| 10 | Arax Advisory Partners | $1.0M | 31,218 | New |
| 11 | SHEETS SMITH WEALTH MANAGEMENT | $972,977 | 29,322 | Added |
| 12 | INTERACTIVE FINANCIAL ADVISORS, INC. | $972,148 | 29,297 | Added |
| 13 | Farther Finance Advisors, LLC | $967,326 | 29,180 | Added |
| 14 | Gerber Kawasaki Wealth & Investment Management | $965,129 | 29,085 | Trimmed |
| 15 | TWO SIGMA INVESTMENTS, LP | $786,425 | 23,700 | Added |
| 16 | Equitable Holdings, Inc. | $757,964 | 22,540 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $696,291 | 20,984 | Added |
| 18 | Arkadios Wealth Advisors | $589,082 | 17,753 | Added |
| 19 | JAMES INVESTMENT RESEARCH, INC. | $515,888 | 15,547 | Trimmed |
| 20 | Oxinas Partners Wealth Management LLC | $501,584 | 15,116 | Trimmed |
| 21 | Lido Advisors, LLC | $378,679 | 11,412 | Added |
| 22 | Royal Bank of Canada | $346,000 | 10,428 | Added |
| 23 | UBS Group AG | $323,724 | 9,756 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $318,612 | 9,603 | Added |
| 25 | Quantinno Capital Management LP | $305,013 | 9,192 | Trimmed |