| 1 | BANK OF AMERICA CORP /DE/ | $40.8M | 816,681 | Added |
| 2 | Modern Wealth Management, LLC | $21.5M | 431,017 | Trimmed |
| 3 | PNC Financial Services Group, Inc. | $12.1M | 241,511 | Trimmed |
| 4 | LPL Financial LLC | $5.8M | 116,568 | Trimmed |
| 5 | Clearwater Capital Advisors, LLC | $4.2M | 83,879 | Trimmed |
| 6 | MORGAN STANLEY | $3.9M | 78,754 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 70,374 | Added |
| 8 | Wealthcare Advisory Partners LLC | $3.0M | 60,921 | Trimmed |
| 9 | Lido Advisors, LLC | $3.0M | 59,112 | Added |
| 10 | UBS Group AG | $2.5M | 50,094 | Added |
| 11 | Moran Wealth Management, LLC | $2.4M | 48,813 | Added |
| 12 | Mirae Asset Global Investments Co., Ltd. | $2.4M | 48,500 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.0M | 39,287 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $1.6M | 31,628 | Added |
| 15 | Zurcher Kantonalbank (Zurich Cantonalbank) | $1.3M | 25,703 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $991,043 | 19,816 | Trimmed |
| 17 | Family Office Research LLC | $889,569 | 17,802 | Trimmed |
| 18 | Royal Bank of Canada | $798,000 | 15,958 | Trimmed |
| 19 | Apollon Wealth Management, LLC | $765,239 | 15,314 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $751,470 | 15,038 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $731,060 | 14,630 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $688,000 | 13,771 | Trimmed |
| 23 | Focus Partners Wealth | $679,331 | 13,595 | Trimmed |
| 24 | Wedmont Private Capital | $664,929 | 13,654 | Added |
| 25 | Stratos Wealth Partners, LTD. | $620,240 | 12,412 | Added |