| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.9M | 45,936 | Added |
| 2 | Cassaday & Co Wealth Management LLC | $3.4M | 40,101 | Added |
| 3 | TOTH FINANCIAL ADVISORY CORP | $2.4M | 27,995 | Hold |
| 4 | Focus Partners Wealth | $2.1M | 24,429 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $1.5M | 18,000 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $1.5M | 17,695 | New |
| 7 | Pinnacle Financial Partners, Inc. | $1.3M | 15,000 | Hold |
| 8 | Quantinno Capital Management LP | $1.1M | 12,698 | Trimmed |
| 9 | Integrated Advisors Network LLC | $1.0M | 11,695 | New |
| 10 | Waverly Advisors, LLC | $877,093 | 10,250 | Hold |
| 11 | Chicago Partners Investment Group LLC | $874,602 | 9,489 | Added |
| 12 | Capital Investment Counsel, Inc | $646,481 | 7,555 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $625,859 | 7,314 | Hold |
| 14 | Savant Capital, LLC | $613,531 | 7,689 | Added |
| 15 | Summit Financial, LLC | $601,713 | 7,032 | New |
| 16 | CIBC Bancorp USA Inc. | $582,366 | 6,806 | Hold |
| 17 | BLAIR WILLIAM & CO/IL | $523,261 | 6,115 | Hold |
| 18 | BANK OF AMERICA CORP /DE/ | $498,017 | 5,820 | Hold |
| 19 | Creative Planning | $478,219 | 5,589 | Added |
| 20 | Coastal Bridge Advisors, LLC | $469,266 | 5,484 | Hold |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $463,186 | 5,413 | Hold |
| 22 | XTX Topco Ltd | $449,243 | 5,250 | New |
| 23 | DIMENSION CAPITAL MANAGEMENT LLC | $427,850 | 5,000 | Hold |
| 24 | Cerity Partners LLC | $427,850 | 5,000 | Hold |
| 25 | Bryn Mawr Trust Advisors, LLC | $419,077 | 4,897 | Trimmed |