| 1 | Clear Creek Financial Management, LLC | $2.9M | 86,897 | Trimmed |
| 2 | PARK AVENUE SECURITIES LLC | $1.8M | 54,458 | Added |
| 3 | Cetera Investment Advisers | $1.7M | 51,381 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,491 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $943,015 | 27,962 | Hold |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $824,644 | 24,452 | Trimmed |
| 7 | Madrona Financial Services, LLC | $666,035 | 19,749 | Hold |
| 8 | Waverly Advisors, LLC | $637,740 | 18,910 | Hold |
| 9 | Gallagher Fiduciary Advisors, LLC | $534,694 | 15,855 | Hold |
| 10 | Ameritas Advisory Services, LLC | $516,667 | 15,320 | Added |
| 11 | TRUIST FINANCIAL CORP | $470,430 | 13,949 | Added |
| 12 | Glen Eagle Advisors, LLC | $427,667 | 12,681 | Hold |
| 13 | Capasso Planning Partners LLC | $406,555 | 12,055 | Hold |
| 14 | Geneos Wealth Management Inc. | $404,026 | 11,980 | Added |
| 15 | OLD MISSION CAPITAL LLC | $403,519 | 11,965 | New |
| 16 | AE Wealth Management LLC | $379,878 | 11,264 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $291,822 | 8,653 | Hold |
| 18 | Buck Wealth Strategies, LLC | $242,146 | 7,180 | Hold |
| 19 | VICTORY FINANCIAL GROUP, LLC | $240,358 | 7,127 | Hold |
| 20 | Prasad Wealth Partners, LLC | $236,918 | 7,025 | Trimmed |
| 21 | PKS Advisory Services, LLC | $201,687 | 5,980 | New |
| 22 | Capital Analysts, LLC | $50,000 | 1,474 | Hold |
| 23 | Regatta Research & Money Management | $41,483 | 1,230 | New |
| 24 | HARBOUR INVESTMENTS, INC. | $41,347 | 1,226 | Hold |
| 25 | OSAIC HOLDINGS, INC. | $30,656 | 909 | Hold |