| 1 | LPL Financial LLC | $13.9M | 317,120 | Added |
| 2 | Comprehensive Wealth Management, LLC | $6.6M | 150,048 | Trimmed |
| 3 | Brookwood Investment Group LLC | $5.5M | 126,339 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 108,068 | Trimmed |
| 5 | Equitable Holdings, Inc. | $2.7M | 62,478 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 48,583 | Trimmed |
| 7 | Fifth Third Securities, Inc. | $1.9M | 43,712 | Added |
| 8 | NIA IMPACT ADVISORS, LLC | $1.8M | 40,087 | Hold |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.4M | 32,929 | Trimmed |
| 10 | Optivise Advisory Services LLC | $1.3M | 30,160 | New |
| 11 | PFG Investments, LLC | $1.2M | 26,906 | Added |
| 12 | TITLEIST ASSET MANAGEMENT, LLC | $892,874 | 20,362 | Added |
| 13 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $876,586 | 19,991 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $804,622 | 18,349 | Added |
| 15 | Western Wealth Management, LLC | $754,991 | 17,218 | Trimmed |
| 16 | PRINCIPAL SECURITIES, INC. | $615,566 | 14,038 | Trimmed |
| 17 | Geneos Wealth Management Inc. | $406,593 | 9,272 | Added |
| 18 | Signal Advisors Wealth, LLC | $396,497 | 9,042 | Added |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $391,887 | 8,937 | New |
| 20 | OSAIC HOLDINGS, INC. | $335,216 | 7,644 | Trimmed |
| 21 | Caprock Group, LLC | $328,875 | 7,500 | Hold |
| 22 | Centric Wealth Management | $301,605 | 7,168 | Hold |
| 23 | LaSalle St. Investment Advisors, LLC | $291,164 | 6,640 | Added |
| 24 | Integrated Wealth Concepts LLC | $95,389 | 2,174 | New |
| 25 | Tradewinds Capital Management, LLC | $5,043 | 115 | Hold |