| 1 | RAYMOND JAMES FINANCIAL INC | $41.0M | 807,914 | Trimmed |
| 2 | MORGAN STANLEY | $34.4M | 676,607 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $32.3M | 636,361 | Trimmed |
| 4 | Royal Bank of Canada | $23.1M | 454,680 | Added |
| 5 | LPL Financial LLC | $18.6M | 365,561 | Trimmed |
| 6 | Steward Partners Investment Advisory, LLC | $9.0M | 176,304 | Trimmed |
| 7 | IHT Wealth Management, LLC | $5.4M | 105,529 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $4.7M | 92,023 | Added |
| 9 | SageGuard Financial Group, LLC | $4.5M | 88,867 | Added |
| 10 | PFG Investments, LLC | $3.3M | 65,455 | Trimmed |
| 11 | PMG Family Office LLC | $2.7M | 53,328 | Added |
| 12 | UBS Group AG | $2.3M | 46,191 | Added |
| 13 | Integrated Wealth Concepts LLC | $2.3M | 45,266 | Added |
| 14 | Sanctuary Advisors, LLC | $2.3M | 44,917 | Added |
| 15 | Kingsview Wealth Management, LLC | $2.0M | 39,226 | Trimmed |
| 16 | Maridea Wealth Management LLC | $2.0M | 38,894 | New |
| 17 | Benchmark Financial, LLC | $1.7M | 32,773 | New |
| 18 | Essex Financial Services, Inc. | $1.4M | 28,312 | Added |
| 19 | Focus Partners Wealth | $1.2M | 23,822 | New |
| 20 | Clarus Wealth Advisors | $1.2M | 24,443 | Added |
| 21 | LEVEL FOUR ADVISORY SERVICES, LLC | $993,168 | 19,550 | Added |
| 22 | Gladstone Institutional Advisory LLC | $983,406 | 19,358 | Added |
| 23 | &PARTNERS | $955,937 | 18,817 | Added |
| 24 | Wick Capital Partners, LLC | $895,974 | 17,637 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $823,079 | 16,202 | Added |