| 1 | AE Wealth Management LLC | $19.7M | 246,742 | Trimmed |
| 2 | LPL Financial LLC | $10.5M | 130,841 | Added |
| 3 | Kingsview Wealth Management, LLC | $9.5M | 118,640 | New |
| 4 | BANK OF AMERICA CORP /DE/ | $9.3M | 116,218 | Added |
| 5 | MORGAN STANLEY | $8.9M | 111,605 | Trimmed |
| 6 | STATE STREET CORP | $7.0M | 87,600 | Hold |
| 7 | Corient Private Wealth LLC | $4.1M | 50,950 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.9M | 49,333 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $3.0M | 38,095 | Trimmed |
| 10 | Wealthspire Advisors, LLC | $2.8M | 35,593 | Hold |
| 11 | Royal Bank of Canada | $2.4M | 29,426 | Trimmed |
| 12 | Mariner, LLC | $2.3M | 29,017 | Trimmed |
| 13 | CITIGROUP INC | $2.0M | 25,059 | Added |
| 14 | CAPTRUST FINANCIAL ADVISORS | $1.6M | 19,716 | Added |
| 15 | Seneca Financial Advisors LLC | $1.5M | 18,419 | Added |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 16,080 | Added |
| 17 | RICHARDS, MERRILL & PETERSON, INC. | $1.3M | 15,725 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 15,192 | Added |
| 19 | TRUIST FINANCIAL CORP | $1.1M | 13,751 | Added |
| 20 | Key Capital Management, INC | $1.1M | 13,448 | Added |
| 21 | AQR CAPITAL MANAGEMENT LLC | $988,062 | 12,365 | Trimmed |
| 22 | Crescent Sterling, Ltd. | $829,833 | 10,385 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $792,811 | 9,748 | Trimmed |
| 24 | BROWN BROTHERS HARRIMAN & CO | $698,396 | 8,740 | Hold |
| 25 | LifeWealth Investments, LLC | $563,477 | 7,052 | Trimmed |