| 1 | LPL Financial LLC | $6.7M | 165,995 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 96,266 | Added |
| 3 | Cetera Investment Advisers | $2.6M | 63,661 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $2.6M | 63,071 | Added |
| 5 | Steward Partners Investment Advisory, LLC | $2.1M | 52,290 | Added |
| 6 | MOGY JOEL R INVESTMENT COUNSEL INC | $1.8M | 45,315 | New |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.6M | 40,217 | New |
| 8 | SHP Wealth Management | $1.1M | 27,272 | Added |
| 9 | Visionary Wealth Advisors | $752,385 | 18,531 | Added |
| 10 | Arax Advisory Partners | $698,204 | 17,197 | Added |
| 11 | Nautilus Advisors LLC | $651,267 | 16,030 | Added |
| 12 | HighTower Advisors, LLC | $531,398 | 13,089 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $491,751 | 12,112 | New |
| 14 | TRUIST FINANCIAL CORP | $377,030 | 9,286 | Trimmed |
| 15 | PFG Advisors | $343,632 | 8,464 | New |
| 16 | FIDUCIARY FINANCIAL ADVISORS | $335,986 | 8,275 | New |
| 17 | Capital Investment Counsel, LLC | $276,772 | 6,817 | New |
| 18 | Advyzon Investment Management, LLC | $266,297 | 6,559 | Trimmed |
| 19 | Wealthspire Advisors, LLC | $243,602 | 6,000 | Hold |
| 20 | Royal Bank of Canada | $161,000 | 3,978 | Trimmed |
| 21 | NATIONAL BANK OF CANADA /FI/ | $149,563 | 3,692 | Trimmed |
| 22 | Federation des caisses Desjardins du Quebec | $143,359 | 3,531 | Trimmed |
| 23 | Minot DeBlois Advisors LLC | $8,120 | 200 | Hold |
| 24 | HARBOUR INVESTMENTS, INC. | $7,024 | 173 | Trimmed |
| 25 | Clearstead Advisors, LLC | $5,099 | 126 | Hold |