| 1 | RiverFront Investment Group, LLC | $16.1M | 228,402 | Trimmed |
| 2 | Prospera Financial Services Inc | $15.5M | 219,625 | Trimmed |
| 3 | ALPS ADVISORS INC | $14.3M | 202,772 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.7M | 180,087 | Added |
| 5 | TRUIST FINANCIAL CORP | $12.1M | 171,545 | Added |
| 6 | RETIREMENT PLANNING GROUP, LLC / NY | $4.1M | 58,513 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.2M | 31,508 | Added |
| 8 | Bison Wealth, LLC | $2.1M | 29,714 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 18,184 | New |
| 10 | Janney Montgomery Scott LLC | $1.1M | 15,933 | Added |
| 11 | GAMMA Investing LLC | $1.0M | 14,780 | Hold |
| 12 | Koshinski Asset Management, Inc. | $926,000 | 13,151 | Trimmed |
| 13 | DAVENPORT & Co LLC | $925,979 | 13,151 | Added |
| 14 | EWA, LLC | $706,366 | 10,032 | New |
| 15 | LEIGH BALDWIN & CO., LLC | $576,993 | 8,195 | Added |
| 16 | Kestra Advisory Services, LLC | $348,554 | 4,950 | Trimmed |
| 17 | Stratos Wealth Partners, LTD. | $285,179 | 4,050 | Hold |
| 18 | CITADEL ADVISORS LLC | $245,595 | 3,488 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $219,763 | 3,073 | New |
| 20 | JPMORGAN CHASE & CO | $166,891 | 2,371 | Trimmed |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | $71,890 | 1,021 | Added |
| 22 | NewEdge Advisors, LLC | $58,864 | 836 | Hold |
| 23 | UBS Group AG | $44,429 | 631 | Added |
| 24 | Elevated Capital Advisors, LLC | $43,514 | 618 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $15,034 | 214 | New |