| 1 | Leo Wealth, LLC | $7.3M | 282,511 | Added |
| 2 | Equitable Holdings, Inc. | $7.1M | 266,874 | Added |
| 3 | LPL Financial LLC | $6.5M | 249,170 | Added |
| 4 | Concurrent Investment Advisors, LLC | $2.8M | 107,117 | Trimmed |
| 5 | SFE Investment Counsel | $2.4M | 91,804 | Added |
| 6 | MORGAN STANLEY | $2.4M | 91,636 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.0M | 76,375 | Added |
| 8 | LBMC INVESTMENT ADVISORS, LLC | $1.3M | 49,726 | New |
| 9 | Royal Bank of Canada | $1.2M | 47,939 | Added |
| 10 | MONECO Advisors, LLC | $1.2M | 47,476 | Added |
| 11 | Carnegie Investment Counsel | $1.2M | 44,900 | New |
| 12 | Ark Wealth Advisors LLC | $1.0M | 38,664 | New |
| 13 | BANK OF AMERICA CORP /DE/ | $980,037 | 37,701 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $889,231 | 34,200 | Added |
| 15 | Jessup Wealth Management, Inc | $829,912 | 31,926 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $681,000 | 26,211 | Added |
| 17 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $643,871 | 24,769 | Trimmed |
| 18 | Modern Wealth Management, LLC | $439,788 | 16,867 | Hold |
| 19 | VestGen Advisors, LLC | $417,183 | 15,890 | Added |
| 20 | 4Thought Financial Group Inc. | $412,557 | 15,871 | Trimmed |
| 21 | HARBOUR INVESTMENTS, INC. | $385,948 | 14,847 | Added |
| 22 | Golden State Equity Partners | $343,082 | 13,198 | New |
| 23 | HRT FINANCIAL LP | $306,000 | 11,776 | New |
| 24 | Farther Finance Advisors, LLC | $273,303 | 10,482 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $261,862 | 10,074 | Added |