| 1 | Daiwa Securities Group Inc. | $29.0M | 1.0M | Added |
| 2 | CIDEL ASSET MANAGEMENT INC | $18.4M | 658,764 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 599,415 | Added |
| 4 | TRUIST FINANCIAL CORP | $14.0M | 502,972 | Added |
| 5 | Johnson & White Wealth Management, LLC | $8.6M | 307,636 | Added |
| 6 | Virtus Family Office LLC | $7.8M | 279,203 | Added |
| 7 | Atlas Legacy Advisors, LLC | $7.5M | 268,027 | Added |
| 8 | Aries Wealth Management | $6.0M | 215,564 | Hold |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $5.3M | 188,532 | New |
| 10 | Professional Financial Management, Inc. | $4.5M | 161,390 | Added |
| 11 | LMCG INVESTMENTS, LLC | $4.2M | 149,270 | Added |
| 12 | Ashton Thomas Private Wealth, LLC | $4.1M | 148,211 | Added |
| 13 | Trademark Financial Management, LLC | $3.2M | 113,392 | Added |
| 14 | Kathmere Capital Management, LLC | $3.0M | 108,673 | Trimmed |
| 15 | SigFig Wealth Management, LLC | $3.0M | 106,364 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $2.7M | 96,794 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 92,820 | Added |
| 18 | Sepio Capital, LP | $2.4M | 87,307 | Added |
| 19 | KWB Wealth | $2.4M | 85,697 | Trimmed |
| 20 | DRIVE WEALTH MANAGEMENT, LLC | $2.3M | 81,575 | Trimmed |
| 21 | MassMutual Private Wealth & Trust, FSB | $2.0M | 72,610 | Trimmed |
| 22 | Connecticut Capital Management Group, LLC | $2.0M | 72,585 | Added |
| 23 | Charles Schwab Trust Co | $2.0M | 72,375 | Trimmed |
| 24 | Rollins Financial Advisors, LLC | $1.8M | 66,246 | Added |
| 25 | TrueMark Investments, LLC | $1.7M | 62,713 | Added |