| 1 | Clal Insurance Enterprises Holdings Ltd | $174.9M | 4.6M | Added |
| 2 | Moss Adams Wealth Advisors LLC | $65.8M | 1.7M | Added |
| 3 | LPL Financial LLC | $46.0M | 1.2M | Trimmed |
| 4 | MORGAN STANLEY | $34.4M | 901,711 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $32.9M | 861,846 | Trimmed |
| 6 | Diversify Advisory Services, LLC | $19.7M | 519,309 | New |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $19.7M | 519,309 | New |
| 8 | UBS Group AG | $17.5M | 457,845 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.2M | 450,712 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $15.3M | 399,499 | Added |
| 11 | Hamilton Capital, LLC | $12.7M | 332,880 | Added |
| 12 | Capital Asset Advisory Services LLC | $10.2M | 266,971 | Trimmed |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 265,798 | New |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.0M | 261,792 | Added |
| 15 | Royal Bank of Canada | $9.9M | 259,672 | Added |
| 16 | Cetera Investment Advisers | $8.9M | 232,099 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $8.8M | 231,062 | Trimmed |
| 18 | Biltmore Family Office, LLC | $8.0M | 210,707 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $6.4M | 167,000 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $6.3M | 165,618 | Added |
| 21 | GTS SECURITIES LLC | $6.0M | 157,233 | Added |
| 22 | Cannell & Spears LLC | $6.0M | 156,914 | New |
| 23 | First Interstate Bank | $5.7M | 150,305 | Trimmed |
| 24 | SCOTIA CAPITAL INC. | $5.7M | 150,135 | Added |
| 25 | Kestra Advisory Services, LLC | $5.6M | 146,688 | Trimmed |