| 1 | Veracity Capital LLC | $10.7M | 544,556 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 525,137 | Added |
| 3 | Kestra Advisory Services, LLC | $2.3M | 118,058 | Trimmed |
| 4 | Cetera Investment Advisers | $2.0M | 101,315 | Added |
| 5 | OSAIC HOLDINGS, INC. | $1.0M | 52,864 | Added |
| 6 | United Advisor Group, LLC | $944,266 | 48,126 | Added |
| 7 | Concurrent Investment Advisors, LLC | $797,093 | 40,625 | Trimmed |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $786,162 | 40,068 | New |
| 9 | Boyce & Associates Wealth Consulting, Inc. | $779,435 | 39,761 | Added |
| 10 | HBW ADVISORY SERVICES LLC | $599,781 | 30,569 | Added |
| 11 | WOODWARD DIVERSIFIED CAPITAL, LLC | $589,641 | 30,052 | Added |
| 12 | NewEdge Advisors, LLC | $574,887 | 29,300 | Added |
| 13 | DAYMARK WEALTH PARTNERS, LLC | $555,246 | 28,299 | Trimmed |
| 14 | JPMORGAN CHASE & CO | $524,483 | 27,102 | New |
| 15 | FLOW TRADERS U.S. LLC | $494,000 | 25,202 | Added |
| 16 | Aurora Private Wealth, Inc. | $490,000 | 24,965 | New |
| 17 | JANE STREET GROUP, LLC | $486,554 | 24,798 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $458,712 | 23,379 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $423,807 | 21,600 | Added |
| 20 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $419,236 | 21,367 | Trimmed |
| 21 | Blackhawk Capital Partners, LLC | $419,039 | 21,357 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $398,850 | 20,328 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $199,366 | 10,161 | Trimmed |
| 24 | OLD MISSION CAPITAL LLC | $196,579 | 10,019 | New |
| 25 | Topsail Wealth Management, LLC | $93,689 | 4,775 | Added |