| 1 | BlueStem Wealth Partners, LLC | $10.9M | 239,481 | Trimmed |
| 2 | Pictet North America Advisors SA | $10.6M | 232,594 | Trimmed |
| 3 | LPL Financial LLC | $8.1M | 177,010 | Trimmed |
| 4 | WT Wealth Management | $6.5M | 142,830 | Added |
| 5 | Jefferies Financial Group Inc. | $5.7M | 125,500 | New |
| 6 | Royal Bank of Canada | $4.5M | 98,489 | Added |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $3.2M | 70,703 | Added |
| 8 | OSAIC HOLDINGS, INC. | $3.0M | 64,773 | Added |
| 9 | Integrated Wealth Concepts LLC | $2.6M | 57,885 | Added |
| 10 | JPMORGAN CHASE & CO | $2.6M | 55,951 | Added |
| 11 | Colonial River Investments, LLC | $2.3M | 49,802 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 41,822 | Trimmed |
| 13 | Beta Wealth Group, Inc. | $1.9M | 41,495 | Trimmed |
| 14 | IFP Advisors, Inc | $1.6M | 35,990 | Added |
| 15 | Private Advisor Group, LLC | $1.5M | 33,364 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $1.5M | 32,789 | Added |
| 17 | BANQUE PICTET & CIE SA | $1.4M | 31,600 | Hold |
| 18 | MML INVESTORS SERVICES, LLC | $1.3M | 28,927 | Trimmed |
| 19 | Equitable Holdings, Inc. | $921,226 | 20,220 | Added |
| 20 | GREENWOOD CAPITAL ASSOCIATES LLC | $848,145 | 18,616 | Added |
| 21 | Rockefeller Capital Management L.P. | $482,480 | 10,590 | Hold |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $449,301 | 9,862 | Added |
| 23 | SK Wealth Management, LLC | $420,279 | 9,275 | Trimmed |
| 24 | Ameritas Advisory Services, LLC | $409,079 | 8,979 | New |
| 25 | JANE STREET GROUP, LLC | $398,650 | 8,750 | Trimmed |