| 1 | Pictet North America Advisors SA | $10.6M | 232,594 | Trimmed |
| 2 | WT Wealth Management | $6.5M | 142,830 | Added |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $3.2M | 70,703 | Added |
| 4 | Colonial River Investments, LLC | $2.3M | 49,802 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 41,822 | Trimmed |
| 6 | Beta Wealth Group, Inc. | $1.9M | 41,495 | Trimmed |
| 7 | IFP Advisors, Inc | $1.6M | 35,990 | Added |
| 8 | Private Advisor Group, LLC | $1.5M | 33,364 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $1.5M | 32,789 | Added |
| 10 | BANQUE PICTET & CIE SA | $1.4M | 31,600 | Hold |
| 11 | GREENWOOD CAPITAL ASSOCIATES LLC | $848,145 | 18,616 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $506,000 | 11,122 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $449,301 | 9,862 | Added |
| 14 | LongView Wealth Management | $346,120 | 7,597 | Added |
| 15 | Independence Asset Advisors, LLC | $283,832 | 6,258 | Hold |
| 16 | Worth Financial Advisory Group, LLC | $229,486 | 5,037 | New |
| 17 | Archford Capital Strategies, LLC | $224,373 | 4,925 | Trimmed |
| 18 | BAR HARBOR WEALTH MANAGEMENT | $222,151 | 4,876 | Hold |
| 19 | Kestra Advisory Services, LLC | $213,287 | 4,681 | Hold |
| 20 | SFG Wealth Management, LLC. | $203,463 | 4,466 | New |
| 21 | TOTH FINANCIAL ADVISORY CORP | $62,930 | 1,381 | Added |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $52,784 | 1,162 | Hold |
| 23 | 1620 INVESTMENT ADVISORS, INC. | $40,867 | 897 | Added |
| 24 | TFC Financial Management, Inc. | $15,330 | 336 | Added |
| 25 | PRIVATE TRUST CO NA | $9,385 | 206 | New |