| 1 | Transamerica Financial Advisors, LLC | $12.9M | 233,439 | Trimmed |
| 2 | Janney Montgomery Scott LLC | $6.5M | 117,601 | Added |
| 3 | MORGAN STANLEY | $2.9M | 51,910 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $2.3M | 42,024 | Trimmed |
| 5 | LPL Financial LLC | $2.2M | 40,474 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $1.5M | 27,551 | Added |
| 7 | OSAIC HOLDINGS, INC. | $1.4M | 26,225 | Added |
| 8 | TWO SIGMA INVESTMENTS, LP | $1.4M | 25,000 | New |
| 9 | AlphaCore Capital LLC | $1.0M | 18,963 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $967,938 | 17,580 | Trimmed |
| 11 | Cetera Investment Advisers | $807,457 | 14,665 | Trimmed |
| 12 | Kingsview Wealth Management, LLC | $787,090 | 14,295 | Added |
| 13 | Advisory Services Network, LLC | $656,717 | 11,927 | Added |
| 14 | Trueblood Wealth Management, LLC | $594,411 | 10,796 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $508,000 | 9,222 | Added |
| 16 | IHT Wealth Management, LLC | $480,237 | 8,722 | Trimmed |
| 17 | Tower Research Capital LLC (TRC) | $427,325 | 7,761 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $422,849 | 7,680 | Added |
| 19 | Leelyn Smith, LLC | $420,895 | 7,644 | New |
| 20 | Royal Bank of Canada | $386,000 | 7,019 | Trimmed |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $236,815 | 4,301 | Trimmed |
| 22 | Keating Financial Advisory Services, Inc. | $233,457 | 4,240 | Hold |
| 23 | TRUIST FINANCIAL CORP | $218,541 | 3,969 | Added |
| 24 | PEAPACK GLADSTONE FINANCIAL CORP | $211,000 | 3,835 | Trimmed |
| 25 | AMERIPRISE FINANCIAL INC | $201,301 | 3,656 | Trimmed |