| 1 | Capital International Investors | $20.6M | 720,000 | Trimmed |
| 2 | Capital Group Private Client Services, Inc. | $12.5M | 436,537 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $5.1M | 177,430 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 118,926 | Added |
| 5 | Midwest Heritage Bank, FSB | $3.2M | 110,596 | Added |
| 6 | TRUIST FINANCIAL CORP | $2.7M | 92,567 | Added |
| 7 | Worthington Financial Partners, LLC | $2.3M | 80,327 | Added |
| 8 | OSAIC HOLDINGS, INC. | $2.3M | 80,281 | Added |
| 9 | LaSalle St. Investment Advisors, LLC | $2.0M | 68,296 | Added |
| 10 | RM Financial Services, LLC | $1.3M | 44,534 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,523 | Added |
| 12 | J. Derek Lewis & Associates Inc. | $1.2M | 42,794 | Added |
| 13 | Platt Wealth Management LLC | $1.1M | 37,346 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $862,000 | 30,101 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $836,351 | 29,192 | Added |
| 16 | BENJAMIN EDWARDS INC | $808,021 | 28,204 | New |
| 17 | Prime Capital Investment Advisors, LLC | $487,050 | 17,000 | Hold |
| 18 | ROTHSCHILD INVESTMENT LLC | $464,130 | 16,200 | Hold |
| 19 | Junk Investment Group, LLC | $455,793 | 15,909 | Hold |
| 20 | CITADEL ADVISORS LLC | $376,748 | 13,150 | New |
| 21 | JANE STREET GROUP, LLC | $353,512 | 12,339 | Trimmed |
| 22 | Valmark Advisers, Inc. | $310,881 | 10,851 | New |
| 23 | Kestra Advisory Services, LLC | $263,428 | 9,195 | New |
| 24 | Latitude Advisors, LLC | $218,800 | 7,637 | New |
| 25 | World Investment Advisors | $207,510 | 8,189 | Hold |