| 1 | MORGAN STANLEY | $55.9M | 2.5M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $14.7M | 649,662 | Added |
| 3 | Royal Bank of Canada | $13.9M | 615,559 | Added |
| 4 | Warren Street Wealth Advisors, LLC | $13.1M | 579,283 | Added |
| 5 | Wright Wealth LLC | $7.1M | 315,373 | Added |
| 6 | Kestra Advisory Services, LLC | $5.6M | 249,283 | Trimmed |
| 7 | Team Financial Group, LLC | $3.0M | 130,413 | Added |
| 8 | Wayfinding Financial, LLC | $2.8M | 121,737 | Added |
| 9 | LPL Financial LLC | $2.5M | 108,511 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.0M | 87,486 | Added |
| 11 | MISSION WEALTH MANAGEMENT, LP | $1.7M | 75,842 | Trimmed |
| 12 | Cetera Investment Advisers | $1.6M | 72,126 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.3M | 57,027 | Trimmed |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 52,430 | Added |
| 15 | OSAIC HOLDINGS, INC. | $1.1M | 50,210 | Added |
| 16 | &PARTNERS | $955,151 | 42,170 | Added |
| 17 | Global Wealth Management Investment Advisory, Inc. | $917,850 | 40,523 | Trimmed |
| 18 | Private Advisor Group, LLC | $871,469 | 38,475 | Added |
| 19 | OneAscent Financial Services LLC | $856,835 | 37,829 | Added |
| 20 | ROMAN BUTLER FULLERTON & CO | $771,284 | 32,463 | Added |
| 21 | Sigma Planning Corp | $682,676 | 30,140 | Hold |
| 22 | Empirical Asset Management, LLC | $682,183 | 30,118 | Trimmed |
| 23 | Gateway Wealth Partners, LLC | $648,613 | 28,636 | Trimmed |
| 24 | WealthBridge Capital Management, LLC | $521,539 | 23,026 | New |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $489,580 | 21,615 | Trimmed |