| 1 | MORGAN STANLEY | $19.9M | 345,945 | Added |
| 2 | LPL Financial LLC | $17.7M | 306,663 | Added |
| 3 | Berkeley, Inc | $13.1M | 227,790 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $4.4M | 76,832 | Added |
| 5 | CHANNEL WEALTH LLC | $4.4M | 75,888 | Trimmed |
| 6 | Signal Advisors Wealth, LLC | $4.3M | 74,018 | Added |
| 7 | TAGStone Capital, Inc. | $4.1M | 70,411 | Added |
| 8 | D.A. DAVIDSON & CO. | $3.0M | 52,086 | Trimmed |
| 9 | JONES FINANCIAL COMPANIES LLLP | $2.7M | 47,403 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $2.4M | 41,861 | Added |
| 11 | OneAscent Financial Services LLC | $2.4M | 40,898 | New |
| 12 | CITADEL ADVISORS LLC | $2.2M | 37,302 | Added |
| 13 | CIBC WORLD MARKET INC. | $2.1M | 37,195 | Added |
| 14 | INTEGRITY ALLIANCE, LLC. | $2.1M | 37,166 | Added |
| 15 | Security National Bank | $2.1M | 36,762 | Added |
| 16 | Sanctuary Advisors, LLC | $1.9M | 33,550 | Added |
| 17 | WJ Wealth Management, LLC | $1.9M | 32,745 | Added |
| 18 | Quadrature Capital Ltd | $1.8M | 31,489 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.8M | 31,057 | New |
| 20 | Kestra Advisory Services, LLC | $1.6M | 27,999 | Added |
| 21 | BEARING POINT CAPITAL, LLC | $1.5M | 26,261 | Added |
| 22 | Corient Private Wealth LLC | $1.5M | 25,491 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 25,467 | Trimmed |
| 24 | Maridea Wealth Management LLC | $1.4M | 24,686 | Added |
| 25 | Eldridge Investment Advisors, Inc. | $1.4M | 23,693 | Trimmed |