| 1 | Opal Wealth Advisors, LLC | $49.8M | 662,875 | Added |
| 2 | UBS Group AG | $33.1M | 440,153 | Added |
| 3 | LPL Financial LLC | $30.5M | 405,270 | Added |
| 4 | MORGAN STANLEY | $26.6M | 353,143 | Trimmed |
| 5 | Cetera Investment Advisers | $21.7M | 288,496 | Added |
| 6 | Royal Bank of Canada | $19.2M | 255,111 | Trimmed |
| 7 | STIFEL FINANCIAL CORP | $16.0M | 213,321 | Added |
| 8 | M&T Bank Corp | $8.0M | 106,615 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.8M | 103,440 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 93,355 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 65,713 | Trimmed |
| 12 | AA Financial Advisors, LLC | $3.9M | 51,447 | Trimmed |
| 13 | HighTower Advisors, LLC | $3.3M | 43,799 | Added |
| 14 | TRUIST FINANCIAL CORP | $3.2M | 43,172 | Added |
| 15 | Gladstone Institutional Advisory LLC | $2.8M | 36,751 | Trimmed |
| 16 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.2M | 29,253 | Trimmed |
| 17 | PFG Advisors | $1.7M | 23,267 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.7M | 23,229 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 21,717 | Trimmed |
| 20 | PNC Financial Services Group, Inc. | $1.5M | 20,518 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 19,522 | Added |
| 22 | GOLDMAN SACHS GROUP INC | $1.2M | 16,056 | Added |
| 23 | NATURAL INVESTMENTS, LLC | $1.2M | 15,331 | Added |
| 24 | Cascades Capital Asset Management, LLC | $1.1M | 14,387 | Hold |
| 25 | Independent Advisor Alliance | $1.0M | 13,677 | New |