| 1 | MORGAN STANLEY | $13.2M | 655,031 | Trimmed |
| 2 | UBS Group AG | $7.3M | 360,739 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.4M | 170,546 | Added |
| 4 | Invesco Ltd. | $3.2M | 161,041 | Added |
| 5 | BALDWIN WEALTH PARTNERS LLC/MA | $3.2M | 157,153 | Trimmed |
| 6 | Smith Asset Management Co., LLC | $2.6M | 129,643 | Trimmed |
| 7 | Fiera Capital Corp | $2.1M | 103,229 | Added |
| 8 | Sanctuary Advisors, LLC | $2.0M | 100,807 | Added |
| 9 | Shaker Financial Services, LLC | $2.0M | 98,818 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $1.8M | 90,838 | Added |
| 11 | LPL Financial LLC | $1.7M | 86,178 | Added |
| 12 | Gridiron Partners, LLC | $1.7M | 84,339 | Added |
| 13 | Pettinga Financial Advisors LLC | $1.6M | 80,759 | Added |
| 14 | Royal Bank of Canada | $1.5M | 75,940 | Added |
| 15 | 1607 Capital Partners, LLC | $1.3M | 62,822 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $1.2M | 60,881 | Hold |
| 17 | Merit Financial Group, LLC | $1.1M | 55,379 | Added |
| 18 | Glaxis Capital Management, LLC | $1.0M | 50,000 | Added |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $976,199 | 48,495 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $791,832 | 39,331 | Added |
| 21 | WELLS FARGO & COMPANY/MN | $686,607 | 34,109 | Added |
| 22 | TRUIST FINANCIAL CORP | $665,883 | 33,079 | Added |
| 23 | Kestra Advisory Services, LLC | $600,353 | 29,824 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $552,263 | 27,435 | Trimmed |
| 25 | WealthBridge Capital Management, LLC | $548,925 | 27,269 | Hold |