| 1 | CPC Advisors, LLC | $41.2M | 2.1M | Added |
| 2 | Bank of New York Mellon Corp | $40.0M | 2.1M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $18.1M | 946,182 | Added |
| 4 | LPL Financial LLC | $17.8M | 925,807 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $17.7M | 924,489 | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 749,155 | Trimmed |
| 7 | JONES FINANCIAL COMPANIES LLLP | $12.9M | 669,960 | Added |
| 8 | Wealthspire Advisors, LLC | $10.3M | 538,467 | Trimmed |
| 9 | YARGER WEALTH STRATEGIES, LLC | $9.2M | 480,097 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 322,980 | Added |
| 11 | Cetera Investment Advisers | $6.1M | 319,584 | Added |
| 12 | TRUIST FINANCIAL CORP | $6.0M | 314,986 | Added |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $5.1M | 264,611 | New |
| 14 | Capital Asset Advisory Services LLC | $4.7M | 247,337 | Added |
| 15 | Wealthcare Advisory Partners LLC | $3.6M | 186,550 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $3.4M | 178,640 | Added |
| 17 | OSAIC HOLDINGS, INC. | $3.1M | 163,103 | Added |
| 18 | Royal Bank of Canada | $2.2M | 114,260 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $1.9M | 98,288 | Added |
| 20 | Element Wealth, LLC | $1.8M | 95,621 | Trimmed |
| 21 | IAG Wealth Partners, LLC | $1.7M | 86,184 | Trimmed |
| 22 | NATIXIS ADVISORS, LLC | $1.3M | 66,362 | Added |
| 23 | STIFEL FINANCIAL CORP | $795,559 | 41,474 | Trimmed |
| 24 | Stonebridge Financial Group, LLC | $616,052 | 32,116 | Hold |
| 25 | DAVENPORT & Co LLC | $598,281 | 31,190 | Added |