| 1 | Fiduciary Planning LLC | $24.9M | 641,399 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $7.8M | 199,971 | Added |
| 3 | Convergence Financial, LLC | $7.5M | 192,686 | Added |
| 4 | LPL Financial LLC | $6.6M | 170,123 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $4.8M | 124,731 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 121,817 | Added |
| 7 | Royal Bank of Canada | $3.8M | 96,736 | Trimmed |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $3.4M | 86,120 | Added |
| 9 | OSAIC HOLDINGS, INC. | $3.1M | 78,629 | Added |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $2.6M | 67,294 | Trimmed |
| 11 | ForthRight Wealth Management, LLC | $2.5M | 65,034 | Trimmed |
| 12 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 56,512 | Added |
| 13 | Private Advisor Group, LLC | $1.9M | 48,006 | Added |
| 14 | JANE STREET GROUP, LLC | $1.8M | 45,290 | New |
| 15 | GOLDMAN SACHS GROUP INC | $1.5M | 38,730 | Trimmed |
| 16 | CITADEL ADVISORS LLC | $1.4M | 35,277 | New |
| 17 | Stratos Wealth Partners, LTD. | $1.2M | 31,981 | Added |
| 18 | Aptus Capital Advisors, LLC | $990,773 | 25,497 | Trimmed |
| 19 | Garden State Investment Advisory Services LLC | $950,279 | 24,383 | Trimmed |
| 20 | Regal Investment Advisors LLC | $690,312 | 17,765 | Trimmed |
| 21 | CITIGROUP INC | $624,338 | 16,067 | New |
| 22 | TRUIST FINANCIAL CORP | $585,101 | 15,057 | Trimmed |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256,232 | 6,594 | New |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $248,383 | 6,392 | New |
| 25 | PRIVATE TRUST CO NA | $19,429 | 500 | New |