| 1 | Bank Pictet & Cie (Europe) AG | $13.4M | 122,139 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 54,329 | Trimmed |
| 3 | Mader & Shannon Wealth Management, Inc. | $5.3M | 48,339 | Added |
| 4 | Investors Research Corp | $4.4M | 40,047 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.0M | 36,802 | Added |
| 6 | CITIGROUP INC | $3.8M | 34,665 | Added |
| 7 | GRIMES & Co WEALTH MANAGEMENT, LLC | $2.5M | 22,460 | Trimmed |
| 8 | JOHNSON INVESTMENT COUNSEL INC | $2.4M | 21,816 | Added |
| 9 | COTTONWOOD CAPITAL ADVISORS, LLC | $2.3M | 20,565 | Trimmed |
| 10 | PFG Investments, LLC | $2.1M | 19,021 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 16,302 | Trimmed |
| 12 | Wealth Management Partners, LLC | $1.6M | 14,661 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $1.4M | 12,462 | Trimmed |
| 14 | CARRET ASSET MANAGEMENT, LLC | $1.4M | 12,370 | Trimmed |
| 15 | Enclave Advisors LLC | $1.1M | 10,190 | Trimmed |
| 16 | Savvy Advisors, Inc. | $1.1M | 10,063 | Trimmed |
| 17 | PCG Wealth Advisors, LLC | $937,502 | 8,536 | Added |
| 18 | Stegent Equity Advisors, Inc. | $873,149 | 7,950 | Trimmed |
| 19 | RiverFront Investment Group, LLC | $712,907 | 6,491 | Trimmed |
| 20 | Mraz, Amerine & Associates, Inc. | $636,211 | 5,793 | Trimmed |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $549,123 | 5,000 | Added |
| 22 | GUYASUTA INVESTMENT ADVISORS INC | $537,399 | 4,893 | Hold |
| 23 | TD Waterhouse Canada Inc. | $473,271 | 4,309 | Added |
| 24 | Westmount Partners, LLC | $468,199 | 4,263 | Added |
| 25 | ALTFEST L J & CO INC | $465,155 | 4,235 | Added |