| 1 | BANK OF AMERICA CORP /DE/ | $28.6M | 953,214 | Added |
| 2 | MORGAN STANLEY | $28.0M | 931,538 | Added |
| 3 | Vertex Planning Partners, LLC | $18.8M | 626,308 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $16.1M | 535,434 | Added |
| 5 | LPL Financial LLC | $15.2M | 507,757 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 440,916 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $10.7M | 356,302 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 302,803 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $8.2M | 273,399 | Added |
| 10 | JPMORGAN CHASE & CO | $7.2M | 242,710 | Trimmed |
| 11 | CFS Investment Advisory Services, LLC | $6.2M | 207,490 | Trimmed |
| 12 | UBS Group AG | $5.6M | 185,317 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $4.7M | 157,269 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $4.2M | 138,684 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $3.9M | 130,176 | Added |
| 16 | Cerity Partners LLC | $3.5M | 117,955 | Trimmed |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 114,338 | Trimmed |
| 18 | Keystone Financial Group | $3.4M | 112,128 | Trimmed |
| 19 | Cetera Investment Advisers | $3.2M | 107,490 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $2.8M | 93,742 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $2.7M | 89,661 | Added |
| 22 | BEACON FINANCIAL GROUP | $2.2M | 72,614 | Trimmed |
| 23 | FORTRESS FINANCIAL GROUP, LLC | $2.1M | 71,405 | Trimmed |
| 24 | EHRLICH FINANCIAL GROUP | $1.8M | 61,005 | Trimmed |
| 25 | Ameritas Advisory Services, LLC | $1.7M | 56,398 | Added |