| 1 | MORGAN STANLEY | $33.9M | 345,657 | Added |
| 2 | MATAURO, LLC | $30.5M | 311,503 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $23.8M | 242,859 | Trimmed |
| 4 | Modern Wealth Management, LLC | $21.6M | 220,963 | New |
| 5 | UBS Group AG | $19.4M | 197,562 | Trimmed |
| 6 | LPL Financial LLC | $14.4M | 146,920 | Trimmed |
| 7 | Cresset Asset Management, LLC | $12.0M | 122,886 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.7M | 108,806 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $7.0M | 71,506 | Added |
| 10 | Stonebridge Financial Group, LLC | $6.9M | 70,793 | Added |
| 11 | Arkfeld Wealth Strategies, L.L.C. | $6.7M | 69,392 | Trimmed |
| 12 | Guild Investment Management, Inc. | $5.8M | 58,760 | Added |
| 13 | OARSMAN CAPITAL, INC. | $5.5M | 56,517 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $4.9M | 49,545 | Added |
| 15 | Sanctuary Advisors, LLC | $4.1M | 41,717 | Added |
| 16 | JPMORGAN CHASE & CO | $3.9M | 39,268 | Added |
| 17 | Private Advisory Group LLC | $3.7M | 37,376 | New |
| 18 | OSAIC HOLDINGS, INC. | $3.4M | 34,792 | Trimmed |
| 19 | Aptus Capital Advisors, LLC | $3.1M | 32,074 | Added |
| 20 | Financial Guidance Group, Inc. | $3.1M | 32,024 | Added |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $3.0M | 30,842 | Trimmed |
| 22 | Davis Investment Partners, LLC | $2.9M | 30,053 | Added |
| 23 | Cetera Investment Advisers | $2.9M | 29,975 | Added |
| 24 | Ethos Financial Group, LLC | $2.9M | 29,921 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 28,922 | Added |