| 1 | LPL Financial LLC | $12.3M | 525,668 | Added |
| 2 | MORGAN STANLEY | $10.1M | 431,869 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.9M | 422,297 | Added |
| 4 | Invesco Ltd. | $9.8M | 418,580 | Added |
| 5 | TRUIST FINANCIAL CORP | $7.6M | 324,173 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $7.0M | 299,578 | Added |
| 7 | Integrated Wealth Concepts LLC | $6.1M | 258,608 | Added |
| 8 | Atlantic Union Bankshares Corp | $6.1M | 258,432 | Added |
| 9 | NewEdge Advisors, LLC | $5.2M | 221,808 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 216,228 | Added |
| 11 | Kathmere Capital Management, LLC | $4.9M | 208,191 | Trimmed |
| 12 | Hills Bank & Trust Co | $4.4M | 189,779 | Trimmed |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $4.4M | 188,612 | Added |
| 14 | UBS Group AG | $4.4M | 186,076 | Trimmed |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 179,962 | Added |
| 16 | HighTower Advisors, LLC | $4.0M | 172,737 | Added |
| 17 | OSAIC HOLDINGS, INC. | $4.0M | 169,848 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $3.8M | 163,761 | Trimmed |
| 19 | MONECO Advisors, LLC | $3.8M | 162,305 | Added |
| 20 | Summit Financial, LLC | $3.7M | 158,825 | Trimmed |
| 21 | Thrivent Financial for Lutherans | $3.5M | 147,663 | Added |
| 22 | Financial Solutions Advisory Group, Inc. | $3.3M | 140,881 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 137,943 | Added |
| 24 | Elequin Capital, LP | $2.8M | 117,520 | New |
| 25 | Invariant Investment Management | $2.7M | 113,415 | Added |