| 1 | RAYMOND JAMES FINANCIAL INC | $3.1M | 111,965 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 99,209 | Added |
| 3 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.4M | 87,337 | Hold |
| 4 | Cetera Investment Advisers | $2.4M | 85,959 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 66,955 | Added |
| 6 | Kestra Advisory Services, LLC | $1.8M | 66,523 | Trimmed |
| 7 | BFI Wealth Solutions, LLC | $1.7M | 59,668 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.6M | 57,556 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 55,773 | Trimmed |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 55,464 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $1.5M | 54,061 | Added |
| 12 | LPL Financial LLC | $1.3M | 46,718 | Trimmed |
| 13 | SECURED RETIREMENT ADVISORS, LLC | $1.2M | 42,587 | Trimmed |
| 14 | Global Assets Advisory, LLC | $1.1M | 39,535 | New |
| 15 | HRT FINANCIAL LP | $971,000 | 34,960 | New |
| 16 | Grantvest Financial Group LLC | $918,852 | 33,082 | Trimmed |
| 17 | NewEdge Advisors, LLC | $907,770 | 32,683 | Trimmed |
| 18 | FIDUCIARY FINANCIAL ADVISORS | $888,195 | 31,979 | New |
| 19 | NorthCrest Asset Manangement, LLC | $868,029 | 31,168 | Hold |
| 20 | Ignite Planners, LLC | $800,976 | 28,838 | Trimmed |
| 21 | Ameritas Investment Partners, Inc. | $775,478 | 27,920 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $695,000 | 25,028 | Trimmed |
| 23 | Crusonia Wealth Advisors LLC | $555,500 | 20,000 | Hold |
| 24 | Vise Technologies, Inc. | $528,947 | 19,044 | Trimmed |
| 25 | Foundations Investment Advisors, LLC | $515,198 | 18,549 | Hold |