| 1 | Intesa Sanpaolo S.p.A. | $67.6M | 3.5M | Trimmed |
| 2 | Cyndeo Wealth Partners, LLC | $12.4M | 637,922 | Added |
| 3 | TITLEIST ASSET MANAGEMENT, LLC | $7.2M | 368,508 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.7M | 342,652 | Added |
| 5 | STATE OF MICHIGAN RETIREMENT SYSTEM | $5.8M | 300,000 | Hold |
| 6 | Blue Trust, Inc. | $4.4M | 224,780 | Added |
| 7 | MEITAV INVESTMENT HOUSE LTD | $3.7M | 187,726 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 112,882 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $1.9M | 96,359 | Trimmed |
| 10 | Wealthcare Advisory Partners LLC | $1.8M | 92,666 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $1.8M | 90,065 | Trimmed |
| 12 | EverSource Wealth Advisors, LLC | $1.7M | 88,591 | Added |
| 13 | One Charles Private Wealth Services, LLC | $1.7M | 88,282 | Added |
| 14 | Prospera Financial Services Inc | $1.3M | 66,420 | Added |
| 15 | Belpointe Asset Management LLC | $1.1M | 56,114 | Trimmed |
| 16 | HBW ADVISORY SERVICES LLC | $1.1M | 56,073 | Added |
| 17 | CERTIOR FINANCIAL GROUP, LLC | $980,161 | 50,368 | Added |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $890,061 | 45,738 | Trimmed |
| 19 | Wisconsin Wealth Advisors, LLC | $704,625 | 36,209 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $651,420 | 33,475 | Trimmed |
| 21 | AdvisorNet Financial, Inc | $647,395 | 33,268 | Added |
| 22 | Taylor & Morgan Wealth Management, LLC | $574,323 | 29,513 | Hold |
| 23 | Well Done, LLC | $537,972 | 27,645 | Trimmed |
| 24 | Venture Visionary Partners LLC | $519,329 | 26,687 | Added |
| 25 | OxenFree Capital LLC | $485,283 | 22,934 | Added |