| 1 | Generali Asset Management SPA SGR | $27.9M | 2.2M | Hold |
| 2 | Apollon Wealth Management, LLC | $18.0M | 1.4M | New |
| 3 | TRANSCEND CAPITAL ADVISORS, LLC | $15.8M | 1.2M | Added |
| 4 | Amplius Wealth Advisors, LLC | $13.1M | 1.0M | Added |
| 5 | MGO ONE SEVEN LLC | $5.8M | 457,091 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 426,511 | Added |
| 7 | Sterling Investment Advisors, Ltd. | $5.3M | 421,475 | Trimmed |
| 8 | Maia Wealth LLC | $4.9M | 386,935 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $4.4M | 349,840 | Added |
| 10 | Haven Private, LLC | $3.1M | 246,918 | Trimmed |
| 11 | Samalin Investment Counsel, LLC | $2.7M | 216,774 | Added |
| 12 | Clarity Financial LLC | $2.7M | 214,125 | New |
| 13 | Sound Income Strategies, LLC | $2.6M | 205,600 | Added |
| 14 | Ferguson Shapiro LLC | $2.2M | 174,640 | New |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 167,250 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $2.0M | 156,776 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $2.0M | 156,483 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 153,888 | Trimmed |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.9M | 152,219 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $1.7M | 135,672 | Trimmed |
| 21 | WEDBUSH SECURITIES INC | $1.7M | 133,891 | Trimmed |
| 22 | Paller Financial Services Inc | $1.7M | 130,672 | New |
| 23 | GFS Advisors, LLC | $1.5M | 71,550 | Trimmed |
| 24 | CASCADE INVESTMENT GROUP, INC. | $1.5M | 116,375 | Added |
| 25 | KINGSWOOD WEALTH ADVISORS, LLC | $1.4M | 111,877 | Added |