| 1 | BANK OF AMERICA CORP /DE/ | $29.2M | 784,338 | Added |
| 2 | Modern Wealth Management, LLC | $20.8M | 553,128 | Trimmed |
| 3 | PNC Financial Services Group, Inc. | $9.1M | 245,014 | Trimmed |
| 4 | LPL Financial LLC | $4.4M | 117,589 | Trimmed |
| 5 | Clearwater Capital Advisors, LLC | $3.8M | 103,284 | Trimmed |
| 6 | MORGAN STANLEY | $2.9M | 78,637 | Trimmed |
| 7 | Wealthcare Advisory Partners LLC | $2.4M | 64,265 | Added |
| 8 | Mirae Asset Global Investments Co., Ltd. | $2.2M | 58,000 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 51,583 | Added |
| 10 | Moran Wealth Management, LLC | $1.8M | 48,603 | Added |
| 11 | UBS Group AG | $1.8M | 48,249 | Trimmed |
| 12 | Lido Advisors, LLC | $1.7M | 46,764 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.5M | 39,685 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $1.0M | 27,938 | Added |
| 15 | Zurcher Kantonalbank (Zurich Cantonalbank) | $949,111 | 26,445 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $851,158 | 22,837 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $746,430 | 20,011 | Trimmed |
| 18 | Family Office Research LLC | $681,536 | 18,286 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $614,360 | 16,484 | Trimmed |
| 20 | Royal Bank of Canada | $610,000 | 16,378 | Added |
| 21 | Apollon Wealth Management, LLC | $565,024 | 15,160 | Trimmed |
| 22 | Focus Partners Wealth | $552,612 | 14,827 | Added |
| 23 | Wedmont Private Capital | $540,587 | 13,653 | Hold |
| 24 | Cambridge Investment Research Advisors, Inc. | $522,000 | 13,998 | Added |
| 25 | Cetera Investment Advisers | $463,289 | 12,430 | Added |