| 1 | Boothe Investment Group, Inc. | $25.4M | 446,055 | Trimmed |
| 2 | VALLEY WEALTH MANAGERS, INC. | $10.8M | 189,717 | Trimmed |
| 3 | CONNING INC. | $8.2M | 144,030 | Hold |
| 4 | Sharper & Granite LLC | $6.5M | 114,024 | Added |
| 5 | Guardian Partners Inc. | $5.7M | 100,300 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 93,306 | Trimmed |
| 7 | CATHY PARETO & ASSOCIATES, INC | $5.3M | 93,087 | Trimmed |
| 8 | Harel Insurance Investments & Financial Services Ltd. | $3.8M | 67,460 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $3.5M | 60,671 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.0M | 52,908 | Added |
| 11 | PFG Advisors | $2.9M | 51,566 | Added |
| 12 | Kestra Advisory Services, LLC | $2.9M | 50,480 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 42,854 | Trimmed |
| 14 | Sage Capital Management, LLC | $2.1M | 36,891 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 34,649 | Added |
| 16 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.8M | 30,896 | Trimmed |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 29,876 | Added |
| 18 | Robertson Stephens Wealth Management, LLC | $1.5M | 26,797 | Hold |
| 19 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.3M | 23,250 | Hold |
| 20 | BigSur Wealth Management LLC | $1.3M | 23,200 | Added |
| 21 | New England Private Wealth Advisors LLC | $1.2M | 21,377 | Added |
| 22 | Eagle Strategies LLC | $1.2M | 21,093 | Added |
| 23 | Hyposwiss Advisors SA | $1.2M | 20,715 | Hold |
| 24 | M&T Bank Corp | $1.1M | 19,020 | Trimmed |
| 25 | Karnit Road Accident Victims Compensation Fund | $1.0M | 17,610 | Hold |