| 1 | TRUE Private Wealth Advisors | $33.9M | 1.3M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $13.5M | 512,385 | Added |
| 3 | Quantum Financial Advisors, LLC | $9.7M | 368,799 | Added |
| 4 | North Star Investment Management Corp. | $5.9M | 224,023 | Added |
| 5 | BlackRock, Inc. | $4.5M | 170,574 | Added |
| 6 | OSAIC HOLDINGS, INC. | $2.8M | 106,845 | Added |
| 7 | CENTRAL TRUST Co | $2.6M | 99,280 | Added |
| 8 | Split Rock Private Trading & Wealth Management, LLC | $2.2M | 82,068 | New |
| 9 | Addison Advisors LLC | $1.5M | 58,583 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $1.2M | 46,758 | New |
| 11 | JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 39,506 | Added |
| 12 | DAVENPORT & Co LLC | $1.0M | 38,443 | New |
| 13 | Gateway Wealth Partners, LLC | $896,309 | 34,080 | New |
| 14 | Penobscot Investment Management Company, Inc. | $894,200 | 34,000 | Added |
| 15 | IFG Advisory, LLC | $698,177 | 26,547 | New |
| 16 | Bradley & Co. Private Wealth Management, LLC | $630,933 | 23,989 | Added |
| 17 | Briggs Wealth Management, Inc | $604,979 | 23,003 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $505,907 | 19,236 | Hold |
| 19 | MKT Advisors LLC | $486,636 | 18,932 | Added |
| 20 | ARK & TLK INVESTMENTS, LLC | $471,005 | 17,909 | Hold |
| 21 | Cerity Partners LLC | $458,711 | 17,441 | Added |
| 22 | LPL Financial LLC | $457,396 | 17,391 | Added |
| 23 | Tower Research Capital LLC (TRC) | $428,032 | 16,275 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $368,253 | 14,002 | New |
| 25 | Creative Planning | $365,633 | 13,902 | Added |