| 1 | HighTower Advisors, LLC | $22.9M | 165,587 | Added |
| 2 | MORGAN STANLEY | $6.3M | 45,716 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.5M | 25,254 | Added |
| 4 | TRUIST FINANCIAL CORP | $3.2M | 23,338 | Trimmed |
| 5 | LPL Financial LLC | $2.4M | 17,105 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $2.1M | 14,889 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $1.9M | 13,669 | Added |
| 8 | Cetera Investment Advisers | $1.9M | 13,604 | New |
| 9 | Nilsine Partners, LLC | $1.7M | 10,274 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $918,116 | 6,626 | Added |
| 11 | Hennion & Walsh Asset Management, Inc. | $676,740 | 4,884 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $668,000 | 4,820 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $576,143 | 4,158 | Added |
| 14 | Private Advisor Group, LLC | $568,662 | 4,104 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $470,559 | 3,396 | Trimmed |
| 16 | Prospera Financial Services Inc | $446,976 | 3,220 | Hold |
| 17 | Wellington Shields & Co., LLC | $382,950 | 2,764 | Added |
| 18 | MinichMacGregor Wealth Management, LLC | $351,949 | 2,540 | Trimmed |
| 19 | Evercore Wealth Management, LLC | $277,125 | 2,000 | Hold |
| 20 | Fulcrum Equity Management | $264,688 | 1,910 | Trimmed |
| 21 | EQUITABLE TRUST CO | $225,718 | 1,629 | New |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $216,019 | 1,559 | Hold |
| 23 | NTV Asset Management LLC | $207,844 | 1,500 | Hold |
| 24 | Vision Capital Management, Inc. | $207,844 | 1,500 | Hold |
| 25 | Western Financial Corp/CA | $207,567 | 1,498 | New |