| 1 | CARY STREET PARTNERS FINANCIAL LLC | $76.5M | 2.4M | Trimmed |
| 2 | UBS Group AG | $67.0M | 2.1M | Added |
| 3 | STIFEL FINANCIAL CORP | $23.2M | 732,901 | Trimmed |
| 4 | Evernest Financial Advisors, LLC | $17.5M | 554,812 | Added |
| 5 | NBZ Investment Advisors LLC | $10.0M | 316,502 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 141,844 | Trimmed |
| 7 | NewEdge Advisors, LLC | $3.2M | 100,482 | Added |
| 8 | HighTower Advisors, LLC | $2.6M | 82,912 | Trimmed |
| 9 | Insight Wealth Partners, LLC | $2.0M | 63,671 | Added |
| 10 | MISSION WEALTH MANAGEMENT, LP | $2.0M | 62,953 | Trimmed |
| 11 | FMA Wealth Management, LLC | $1.6M | 51,196 | Trimmed |
| 12 | CAPTRUST FINANCIAL ADVISORS | $1.5M | 46,022 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.3M | 41,755 | Trimmed |
| 14 | LAUREL OAK WEALTH MANAGEMENT, LLC | $788,186 | 24,920 | Added |
| 15 | LPL Financial LLC | $641,009 | 20,266 | Added |
| 16 | Williams & Novak, LLC | $607,874 | 19,219 | Trimmed |
| 17 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $545,458 | 17,172 | Trimmed |
| 18 | FIFTH THIRD BANCORP | $435,407 | 13,766 | Added |
| 19 | Janney Montgomery Scott LLC | $420,000 | 13,284 | Trimmed |
| 20 | Sigma Planning Corp | $413,050 | 13,059 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $329,670 | 10,423 | Trimmed |
| 22 | Farther Finance Advisors, LLC | $329,544 | 10,419 | New |
| 23 | Cetera Investment Advisers | $319,359 | 10,097 | Hold |
| 24 | Wealthcare Advisory Partners LLC | $308,179 | 9,744 | Trimmed |
| 25 | D.A. DAVIDSON & CO. | $253,602 | 8,018 | Hold |