| 1 | LPL Financial LLC | $23.5M | 336,385 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $13.0M | 185,910 | Trimmed |
| 3 | Armbruster Capital Management, Inc. | $10.9M | 156,628 | Trimmed |
| 4 | Invesco Ltd. | $10.7M | 152,533 | Hold |
| 5 | LMCG INVESTMENTS, LLC | $2.7M | 37,989 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $1.3M | 18,453 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.3M | 17,909 | Added |
| 8 | Arrowroot Family Office, LLC | $1.1M | 15,583 | Added |
| 9 | Equitable Holdings, Inc. | $1.1M | 15,069 | New |
| 10 | UBS Group AG | $1.0M | 14,488 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $926,991 | 13,264 | Added |
| 12 | Paragon Capital Management Ltd | $830,627 | 11,885 | Added |
| 13 | Farther Finance Advisors, LLC | $758,131 | 10,876 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $667,602 | 9,552 | Added |
| 15 | Koss-Olinger Consulting, LLC | $582,257 | 8,331 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $573,071 | 8,200 | Trimmed |
| 17 | Avidian Wealth Enterprises, LLC | $544,783 | 7,795 | Trimmed |
| 18 | HighPoint Advisor Group LLC | $455,591 | 6,519 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $437,631 | 6,262 | Trimmed |
| 20 | CITADEL ADVISORS LLC | $398,354 | 5,700 | New |
| 21 | Professional Financial Advisors, LLC | $381,640 | 5,461 | Trimmed |
| 22 | Cetera Investment Advisers | $371,176 | 5,311 | Trimmed |
| 23 | Sanctuary Advisors, LLC | $363,435 | 5,200 | Trimmed |
| 24 | Global Retirement Partners, LLC | $349,672 | 5,003 | Trimmed |
| 25 | Delta Wealth Advisors LLC | $334,128 | 4,781 | Trimmed |