| 1 | MORGAN STANLEY | $13.8M | 1.2M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $4.4M | 372,826 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $2.5M | 209,748 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $2.2M | 187,180 | Added |
| 5 | NWF Advisory Services Inc. | $1.6M | 133,090 | Trimmed |
| 6 | Royal Bank of Canada | $1.4M | 115,743 | Trimmed |
| 7 | J.W. COLE ADVISORS, INC. | $1.3M | 110,500 | New |
| 8 | LPL Financial LLC | $1.1M | 94,883 | Added |
| 9 | AlphaCore Capital LLC | $982,618 | 82,991 | Added |
| 10 | OneAscent Financial Services LLC | $977,889 | 82,592 | Added |
| 11 | Advisory Advocates, LLC | $929,499 | 78,505 | Added |
| 12 | Kestra Advisory Services, LLC | $913,589 | 77,161 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $826,942 | 69,843 | Added |
| 14 | Samalin Investment Counsel, LLC | $787,343 | 66,499 | Trimmed |
| 15 | OPPENHEIMER & CO INC | $724,632 | 61,202 | Trimmed |
| 16 | UBS Group AG | $700,905 | 59,198 | Added |
| 17 | Mezzasalma Advisors, LLC | $567,994 | 47,973 | Added |
| 18 | Baird Financial Group, Inc. | $567,503 | 47,931 | Added |
| 19 | Marshall & Sterling Wealth Advisors Inc. | $479,646 | 40,510 | Trimmed |
| 20 | Private Advisor Group, LLC | $475,958 | 40,200 | Trimmed |
| 21 | IHT Wealth Management, LLC | $421,982 | 35,641 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $407,130 | 34,386 | Added |
| 23 | JANE STREET GROUP, LLC | $370,853 | 31,322 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $353,910 | 29,891 | Trimmed |
| 25 | Total Wealth Planning & Management, Inc. | $340,104 | 28,725 | New |