| 1 | Holos Integrated Wealth LLC | $7.9M | 106,344 | Added |
| 2 | SAGE RHINO CAPITAL LLC | $4.0M | 53,267 | Added |
| 3 | EVOLVE PRIVATE WEALTH, LLC | $3.2M | 42,922 | Added |
| 4 | JANE STREET GROUP, LLC | $2.8M | 36,877 | Trimmed |
| 5 | Buska Wealth Management, LLC | $2.5M | 33,874 | Added |
| 6 | OSAIC HOLDINGS, INC. | $2.3M | 30,775 | Added |
| 7 | Sigma Planning Corp | $2.0M | 26,553 | New |
| 8 | Worth Asset Management, LLC | $1.8M | 23,503 | New |
| 9 | Maridea Wealth Management LLC | $1.0M | 13,905 | New |
| 10 | Collaborative Fund Advisors, LLC | $1.0M | 13,772 | New |
| 11 | J. M. Brown & Associates Inc. | $956,347 | 12,776 | New |
| 12 | CITADEL ADVISORS LLC | $944,670 | 12,620 | New |
| 13 | Independence Asset Advisors, LLC | $935,550 | 12,498 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $845,000 | 11,282 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $770,770 | 10,297 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $731,397 | 9,771 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $706,600 | 9,440 | Added |
| 18 | NewEdge Advisors, LLC | $670,252 | 8,954 | New |
| 19 | MELFA WEALTH MANAGEMENT, INC. | $623,168 | 8,325 | Hold |
| 20 | Nicholas Wealth, LLC. | $592,883 | 7,920 | Added |
| 21 | Calder Financial LLC | $484,279 | 6,470 | New |
| 22 | Mustard Seed Financial, LLC | $415,446 | 5,550 | New |
| 23 | CHOREO, LLC | $350,022 | 4,676 | New |
| 24 | Thayer Partners, LLC / MA | $322,412 | 4,307 | New |
| 25 | JOHNSON INVESTMENT COUNSEL INC | $314,391 | 4,200 | New |