| 1 | Cresset Asset Management, LLC | $10.3M | 343,084 | Added |
| 2 | GOLDMAN SACHS GROUP INC | $9.6M | 320,537 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $8.9M | 295,487 | Trimmed |
| 4 | Cetera Investment Advisers | $5.8M | 194,133 | Trimmed |
| 5 | MORGAN STANLEY | $5.5M | 183,405 | Trimmed |
| 6 | LPL Financial LLC | $4.8M | 159,074 | Trimmed |
| 7 | First International Bank of Israel Ltd. | $3.8M | 126,500 | Hold |
| 8 | HighTower Advisors, LLC | $3.0M | 99,024 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 93,139 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $2.8M | 92,585 | Trimmed |
| 11 | UBS Group AG | $2.2M | 73,588 | Trimmed |
| 12 | BNP PARIBAS FINANCIAL MARKETS | $2.1M | 70,000 | New |
| 13 | Friedenthal Financial | $1.8M | 60,761 | Added |
| 14 | TRUIST FINANCIAL CORP | $1.7M | 58,049 | Added |
| 15 | JPMORGAN CHASE & CO | $1.7M | 55,488 | Trimmed |
| 16 | WealthBridge Capital Management, LLC | $1.7M | 55,700 | Trimmed |
| 17 | Joseph P. Lucia & Associates, LLC | $1.5M | 50,550 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $1.4M | 45,268 | Trimmed |
| 19 | PACIFIC SUN FINANCIAL CORP | $1.3M | 43,680 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.2M | 38,702 | Trimmed |
| 21 | Stelac Advisory Services LLC | $1.2M | 38,635 | Trimmed |
| 22 | CAHILL FINANCIAL ADVISORS INC | $1.1M | 38,355 | Trimmed |
| 23 | Yoder Wealth Management, Inc. | $877,515 | 29,270 | Trimmed |
| 24 | DHJJ Financial Advisors, Ltd. | $876,060 | 29,221 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $866,788 | 28,908 | Trimmed |