| 1 | AE Wealth Management LLC | $19.7M | 254,825 | Trimmed |
| 2 | LPL Financial LLC | $10.1M | 130,708 | Added |
| 3 | MORGAN STANLEY | $9.2M | 118,633 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $6.8M | 88,474 | Trimmed |
| 5 | STATE STREET CORP | $6.8M | 87,600 | Added |
| 6 | GTS SECURITIES LLC | $4.5M | 58,802 | New |
| 7 | KKM Financial LLC | $4.2M | 55,145 | Hold |
| 8 | Corient Private Wealth LLC | $3.9M | 50,949 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.2M | 41,665 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $3.0M | 38,694 | Trimmed |
| 11 | Wealthspire Advisors, LLC | $2.7M | 35,593 | Hold |
| 12 | Royal Bank of Canada | $2.4M | 30,756 | Added |
| 13 | Mariner, LLC | $2.3M | 30,131 | Trimmed |
| 14 | CAPTRUST FINANCIAL ADVISORS | $1.5M | 19,685 | Trimmed |
| 15 | JANE STREET GROUP, LLC | $1.5M | 19,373 | New |
| 16 | WealthShield Partners, LLC | $1.5M | 19,156 | Added |
| 17 | Seneca Financial Advisors LLC | $1.4M | 18,297 | Trimmed |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 16,046 | New |
| 19 | CITIGROUP INC | $1.2M | 15,898 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 15,168 | Trimmed |
| 21 | RICHARDS, MERRILL & PETERSON, INC. | $1.1M | 14,572 | Added |
| 22 | TRUIST FINANCIAL CORP | $1.1M | 13,717 | Trimmed |
| 23 | AQR CAPITAL MANAGEMENT LLC | $966,949 | 12,533 | New |
| 24 | Key Capital Management, INC | $928,681 | 12,037 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $775,799 | 10,043 | Trimmed |