| 1 | GOLDMAN SACHS GROUP INC | $38.9M | 618,717 | Trimmed |
| 2 | Heartwood Wealth Advisors LLC | $26.4M | 419,956 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $17.4M | 276,967 | Added |
| 4 | Black Swift Group, LLC | $6.6M | 105,545 | Added |
| 5 | Cassia Capital Partners, LLC | $5.2M | 82,379 | Trimmed |
| 6 | LPL Financial LLC | $2.4M | 37,738 | Added |
| 7 | Del-Sette Capital Management, LLC | $2.3M | 35,805 | New |
| 8 | CITADEL ADVISORS LLC | $1.5M | 24,397 | Added |
| 9 | Miracle Mile Advisors, LLC | $1.5M | 23,852 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $1.3M | 20,804 | Added |
| 11 | Delta Investment Management, LLC | $1.1M | 17,771 | New |
| 12 | Waldron Private Wealth LLC | $844,192 | 13,425 | Hold |
| 13 | Kestra Advisory Services, LLC | $774,428 | 12,316 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $645,876 | 10,877 | Trimmed |
| 15 | Nautilus Advisors LLC | $595,463 | 10,028 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $516,070 | 8,207 | New |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $430,742 | 6,850 | Added |
| 18 | Private Advisor Group, LLC | $388,295 | 6,175 | Added |
| 19 | Retirement Planning Co of New England, Inc. | $364,546 | 5,797 | Trimmed |
| 20 | Ashton Thomas Private Wealth, LLC | $317,555 | 5,050 | Added |
| 21 | Summa Corp. | $282,969 | 4,500 | New |
| 22 | NewEdge Advisors, LLC | $260,269 | 4,139 | Added |
| 23 | Daybright Advisory Services, Inc. | $259,943 | 4,823 | New |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $246,875 | 3,926 | New |
| 25 | TRUIST FINANCIAL CORP | $237,066 | 3,770 | New |