| 1 | BANK OF AMERICA CORP /DE/ | $8.8M | 298,298 | Added |
| 2 | Thrivent Financial for Lutherans | $8.3M | 280,128 | New |
| 3 | Cresset Asset Management, LLC | $7.8M | 263,040 | New |
| 4 | MORGAN STANLEY | $7.6M | 258,301 | Added |
| 5 | Cetera Investment Advisers | $5.9M | 200,974 | Added |
| 6 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M | 172,457 | New |
| 7 | LPL Financial LLC | $4.8M | 163,470 | Trimmed |
| 8 | First International Bank of Israel Ltd. | $3.7M | 126,500 | Added |
| 9 | HighTower Advisors, LLC | $3.3M | 110,504 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $2.8M | 96,349 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $2.8M | 95,072 | Added |
| 12 | UBS Group AG | $2.7M | 90,124 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 88,647 | Trimmed |
| 14 | WealthBridge Capital Management, LLC | $1.7M | 58,690 | Trimmed |
| 15 | Friedenthal Financial | $1.7M | 57,517 | Added |
| 16 | PACIFIC SUN FINANCIAL CORP | $1.6M | 54,725 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $1.6M | 53,095 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.6M | 52,693 | Trimmed |
| 19 | Stelac Advisory Services LLC | $1.5M | 52,358 | Hold |
| 20 | Joseph P. Lucia & Associates, LLC | $1.5M | 50,675 | Trimmed |
| 21 | SYKON CAPITAL LLC | $1.4M | 46,943 | Added |
| 22 | Farther Finance Advisors, LLC | $1.3M | 45,275 | Trimmed |
| 23 | CAHILL FINANCIAL ADVISORS INC | $1.2M | 41,164 | Added |
| 24 | Federation des caisses Desjardins du Quebec | $1.1M | 37,494 | New |
| 25 | Private Advisor Group, LLC | $1.0M | 34,114 | Added |