| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $67.3M | 2.1M | Trimmed |
| 2 | LPL Financial LLC | $10.8M | 333,688 | Added |
| 3 | VestGen Advisors, LLC | $5.8M | 177,432 | Trimmed |
| 4 | Blueprint Financial Advisors LLC | $5.2M | 161,403 | New |
| 5 | Blueprint Investment Partners LLC | $5.1M | 157,528 | New |
| 6 | MADDEN SECURITIES Corp | $4.3M | 130,846 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 128,227 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 108,058 | Trimmed |
| 9 | Western Pacific Wealth Management, LP | $3.4M | 103,330 | Added |
| 10 | Lido Advisors, LLC | $2.0M | 60,245 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $1.5M | 46,474 | Added |
| 12 | Joseph P. Lucia & Associates, LLC | $1.2M | 36,509 | Trimmed |
| 13 | Johnson Financial Group, LLC | $1.1M | 34,453 | New |
| 14 | Zuckerman Investment Group, LLC | $996,621 | 30,683 | Hold |
| 15 | Essex Financial Services, Inc. | $765,907 | 23,580 | Added |
| 16 | UNIQUE WEALTH, LLC | $733,003 | 22,567 | New |
| 17 | Rollins Financial Advisors, LLC | $606,846 | 18,683 | Trimmed |
| 18 | Procyon Advisors, LLC | $514,237 | 15,832 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $505,000 | 15,533 | Added |
| 20 | CHOREO, LLC | $286,744 | 8,828 | Hold |
| 21 | A&I FINANCIAL SERVICES, LLC | $280,670 | 8,641 | Hold |
| 22 | Cetera Investment Advisers | $231,786 | 7,136 | New |
| 23 | INVESTMENT PARTNERS, LTD. | $221,554 | 6,821 | New |
| 24 | Trek Financial, LLC | $215,448 | 6,633 | New |
| 25 | KERR FINANCIAL PLANNING Corp | $159,711 | 4,917 | Hold |