| 1 | Heartland Bank & Trust Co | $48.6M | 1.1M | Added |
| 2 | OSAIC HOLDINGS, INC. | $15.3M | 357,618 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $12.6M | 295,025 | New |
| 4 | Clarity Retirement & Wealth, LLC | $9.5M | 222,269 | Added |
| 5 | Advyzon Investment Management, LLC | $9.5M | 221,059 | Added |
| 6 | Anson Capital, Inc. | $9.4M | 219,198 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.8M | 182,826 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 75,566 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 72,888 | Added |
| 10 | Kestra Advisory Services, LLC | $3.0M | 69,944 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 68,303 | Added |
| 12 | Noble Wealth Management PBC | $2.7M | 63,036 | Added |
| 13 | Cetera Investment Advisers | $2.7M | 62,641 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 51,395 | Added |
| 15 | JANE STREET GROUP, LLC | $2.1M | 49,620 | Added |
| 16 | Boston Partners | $2.1M | 49,364 | Added |
| 17 | CITADEL ADVISORS LLC | $1.7M | 40,652 | Trimmed |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 38,360 | New |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.6M | 36,294 | Added |
| 20 | JPMORGAN CHASE & CO | $1.6M | 36,029 | Added |
| 21 | IFP Advisors, Inc | $1.5M | 33,862 | Added |
| 22 | Bill Few Associates, Inc. | $1.4M | 33,323 | Added |
| 23 | Core Wealth Advisors, Inc. | $1.4M | 32,660 | Added |
| 24 | PNC Financial Services Group, Inc. | $1.1M | 26,064 | Trimmed |
| 25 | Davis Wealth Advisors, LLC | $942,901 | 22,015 | Trimmed |