| 1 | JPMORGAN CHASE & CO | $42.8M | 852,955 | Trimmed |
| 2 | Stewardship Advisors, LLC | $7.4M | 144,892 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $5.9M | 115,945 | Added |
| 4 | LPL Financial LLC | $5.1M | 100,524 | Added |
| 5 | Fingerlakes Wealth Management, Inc. | $4.3M | 84,778 | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $4.2M | 81,810 | Added |
| 7 | Sand Hill Global Advisors, LLC | $3.6M | 69,826 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 67,344 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $3.2M | 62,737 | Trimmed |
| 10 | Pearl Planning LLC | $3.2M | 62,588 | Added |
| 11 | HighTower Advisors, LLC | $2.4M | 46,507 | Added |
| 12 | Perennial Investment Advisors, LLC | $2.2M | 43,701 | Trimmed |
| 13 | NewEdge Advisors, LLC | $1.9M | 37,651 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 36,972 | New |
| 15 | HARBOUR INVESTMENTS, INC. | $1.5M | 30,082 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 29,022 | Added |
| 17 | Dynamic Advisor Solutions LLC | $1.2M | 23,429 | Added |
| 18 | OSAIC HOLDINGS, INC. | $1.0M | 20,271 | Added |
| 19 | HILL ISLAND FINANCIAL LLC | $930,455 | 18,162 | Added |
| 20 | Prism Advisors, Inc. | $895,705 | 17,484 | Trimmed |
| 21 | Onyx Bridge Wealth Group LLC | $875,113 | 17,082 | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $847,139 | 16,536 | Trimmed |
| 23 | SEVEN MILE ADVISORY | $732,999 | 14,308 | New |
| 24 | Ameritas Advisory Services, LLC | $709,506 | 13,849 | New |
| 25 | BASSO CAPITAL MANAGEMENT, L.P. | $703,849 | 13,739 | New |