| 1 | RAYMOND JAMES FINANCIAL INC | $15.6M | 360,126 | Trimmed |
| 2 | D.A. DAVIDSON & CO. | $11.9M | 275,729 | Added |
| 3 | Empowered Funds, LLC | $7.5M | 172,987 | Added |
| 4 | LPL Financial LLC | $5.2M | 119,829 | Added |
| 5 | Kathmere Capital Management, LLC | $4.8M | 110,499 | Trimmed |
| 6 | One Degree Advisors Inc | $4.4M | 101,502 | Added |
| 7 | BAKER BOYER NATIONAL BANK | $4.0M | 92,523 | Added |
| 8 | Stokes Family Office, LLC | $3.4M | 79,205 | Added |
| 9 | Vestment Financial LLC | $3.0M | 72,461 | Added |
| 10 | Empirical Finance, LLC | $3.0M | 68,820 | Trimmed |
| 11 | Vise Technologies, Inc. | $2.0M | 46,799 | New |
| 12 | Cambria Investment Management, L.P. | $1.7M | 39,860 | Added |
| 13 | Valley Financial Group, Inc. | $1.7M | 38,915 | Trimmed |
| 14 | Bravias Capital Group, LLC | $1.1M | 24,568 | Added |
| 15 | L.K. Benson & Company, P.C. | $987,195 | 22,812 | Trimmed |
| 16 | Innova Wealth Partners | $984,160 | 22,742 | Added |
| 17 | XY Planning Network, Inc. | $590,180 | 13,638 | Trimmed |
| 18 | Sankala Group LLC | $506,818 | 12,244 | Added |
| 19 | Kestra Advisory Services, LLC | $412,356 | 9,529 | Added |
| 20 | FOCUSED ALPHA, LLC | $361,087 | 8,344 | Hold |
| 21 | Seed Wealth Management, Inc. | $360,048 | 8,320 | Hold |
| 22 | Concurrent Investment Advisors, LLC | $302,863 | 6,999 | Added |
| 23 | Royal Bank of Canada | $294,000 | 6,801 | Trimmed |
| 24 | Worth Asset Management, LLC | $218,669 | 5,053 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $207,114 | 4,786 | New |