| 1 | GOLDMAN SACHS GROUP INC | $24.6M | 522,959 | Trimmed |
| 2 | LPL Financial LLC | $13.2M | 280,402 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $10.4M | 220,650 | Added |
| 4 | Bleakley Financial Group, LLC | $9.8M | 209,216 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $9.5M | 203,128 | Added |
| 6 | SageGuard Financial Group, LLC | $4.7M | 100,129 | Added |
| 7 | UBS Group AG | $4.7M | 100,000 | Hold |
| 8 | BARCLAYS PLC | $4.7M | 100,000 | Hold |
| 9 | Steward Partners Investment Advisory, LLC | $3.7M | 78,262 | Added |
| 10 | Kingsview Wealth Management, LLC | $3.5M | 75,324 | Added |
| 11 | JPMORGAN CHASE & CO | $3.2M | 67,589 | Trimmed |
| 12 | SG Americas Securities, LLC | $2.4M | 50,000 | Trimmed |
| 13 | MJP ASSOCIATES INC /ADV | $2.3M | 49,228 | Added |
| 14 | Advisor OS, LLC | $2.3M | 49,228 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $1.9M | 39,865 | New |
| 16 | Royal Bank of Canada | $1.8M | 38,700 | Added |
| 17 | Equitable Holdings, Inc. | $1.1M | 23,455 | Added |
| 18 | Integrated Wealth Concepts LLC | $878,209 | 18,702 | Added |
| 19 | Focus Partners Wealth | $808,893 | 17,225 | New |
| 20 | Colonial River Investments, LLC | $738,540 | 15,727 | New |
| 21 | Prosperity Financial Group, Inc. | $670,025 | 14,268 | Added |
| 22 | HighTower Advisors, LLC | $606,864 | 12,923 | New |
| 23 | US BANCORP \DE\ | $599,914 | 12,775 | Hold |
| 24 | Stratos Wealth Partners, LTD. | $596,392 | 12,700 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593,246 | 12,633 | New |