| 1 | Beacon Pointe Advisors, LLC | $72.6M | 1.6M | Trimmed |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $23.7M | 508,624 | Trimmed |
| 3 | Carroll Advisory Group, LLC | $23.3M | 501,020 | Trimmed |
| 4 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $18.6M | 400,263 | Trimmed |
| 5 | SCOTIA CAPITAL INC. | $15.6M | 334,946 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $14.3M | 307,628 | Trimmed |
| 7 | LPL Financial LLC | $12.9M | 277,464 | Added |
| 8 | Kingsview Wealth Management, LLC | $9.4M | 201,618 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.2M | 132,958 | Added |
| 10 | Private Advisor Group, LLC | $5.4M | 115,238 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $5.3M | 113,276 | Added |
| 12 | PACIFIC FINANCIAL GROUP INC | $3.7M | 80,061 | Added |
| 13 | Equitable Holdings, Inc. | $3.3M | 70,414 | Added |
| 14 | Concurrent Investment Advisors, LLC | $2.9M | 63,036 | Added |
| 15 | Nova Wealth Management, Inc. | $2.7M | 58,880 | Added |
| 16 | Mariner, LLC | $2.1M | 45,089 | Trimmed |
| 17 | NewEdge Advisors, LLC | $1.9M | 40,056 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 31,329 | Added |
| 19 | CITADEL ADVISORS LLC | $1.3M | 27,798 | Trimmed |
| 20 | FLOW TRADERS U.S. LLC | $973,000 | 20,916 | New |
| 21 | Belpointe Asset Management LLC | $966,312 | 20,781 | Added |
| 22 | JANE STREET GROUP, LLC | $928,276 | 19,963 | New |
| 23 | Prime Capital Investment Advisors, LLC | $816,530 | 17,560 | Hold |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $790,168 | 17,320 | Trimmed |
| 25 | Focus Partners Wealth | $644,580 | 13,862 | Hold |