| 1 | ALLIANCEBERNSTEIN L.P. | $1.34B | 30.6M | Added |
| 2 | Dynasty Wealth Management, LLC | $450.5M | 8.6M | Added |
| 3 | OpenArc Corporate Advisory, LLC | $256.6M | 4.9M | Added |
| 4 | JPMORGAN CHASE & CO | $185.6M | 3.6M | Added |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | $145.0M | 2.8M | Added |
| 6 | UNIQUE WEALTH, LLC | $22.4M | 428,462 | Added |
| 7 | LPL Financial LLC | $18.1M | 347,328 | Added |
| 8 | Centerline Wealth Advisors, LLC | $15.4M | 294,072 | Trimmed |
| 9 | Warner Group LLC | $8.7M | 166,920 | Added |
| 10 | JANE STREET GROUP, LLC | $7.8M | 149,790 | New |
| 11 | Cyndeo Wealth Partners, LLC | $4.6M | 88,252 | Added |
| 12 | Cresset Asset Management, LLC | $2.5M | 48,274 | Added |
| 13 | Pathstone Holdings, LLC | $1.7M | 0 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 31,353 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 30,835 | Added |
| 16 | Private Advisor Group, LLC | $1.2M | 23,143 | Added |
| 17 | Fairvoy Private Wealth, LLC | $1.2M | 22,086 | Added |
| 18 | Legacy Wealth Advisors, LLC | $1.1M | 21,533 | Added |
| 19 | CITADEL ADVISORS LLC | $1.1M | 21,274 | New |
| 20 | PUREfi Wealth, LLC | $803,663 | 15,387 | Added |
| 21 | RASP WEALTH SOLUTIONS, LLC | $787,158 | 15,071 | New |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $598,972 | 11,468 | Hold |
| 23 | TRUIST FINANCIAL CORP | $527,993 | 10,109 | Added |
| 24 | Quotient Wealth Partners, LLC | $495,663 | 9,490 | Trimmed |
| 25 | MORGAN STANLEY | $489,395 | 9,370 | Added |