| 1 | RAYMOND JAMES FINANCIAL INC | $26.0M | 609,928 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $24.8M | 581,547 | Added |
| 3 | LPL Financial LLC | $23.6M | 552,412 | Trimmed |
| 4 | MORGAN STANLEY | $13.9M | 325,711 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $13.1M | 307,164 | Trimmed |
| 6 | ARQ WEALTH ADVISORS, LLC | $11.2M | 261,803 | Added |
| 7 | Leo Wealth, LLC | $7.7M | 180,481 | Added |
| 8 | CITADEL ADVISORS LLC | $3.5M | 82,142 | New |
| 9 | Private Advisor Group, LLC | $2.8M | 65,200 | Added |
| 10 | Dynamic Advisor Solutions LLC | $2.1M | 50,152 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 50,031 | Added |
| 12 | Aaron Wealth Advisors LLC | $1.9M | 45,273 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $1.8M | 41,767 | Trimmed |
| 14 | Royal Bank of Canada | $1.5M | 35,136 | Trimmed |
| 15 | Empirical Asset Management, LLC | $1.5M | 34,361 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $1.3M | 30,414 | Added |
| 17 | CWM, LLC | $1.2M | 28,773 | Added |
| 18 | Kaydan Wealth Management, Inc. | $999,705 | 23,417 | Trimmed |
| 19 | Nova Wealth Management, Inc. | $992,536 | 23,146 | Added |
| 20 | UBS Group AG | $865,389 | 20,271 | Trimmed |
| 21 | Sound Income Strategies, LLC | $749,185 | 17,328 | Added |
| 22 | OSAIC HOLDINGS, INC. | $714,810 | 16,743 | Added |
| 23 | JANE STREET GROUP, LLC | $483,950 | 11,336 | Trimmed |
| 24 | Cerity Partners LLC | $440,191 | 10,311 | Hold |
| 25 | Whitaker-Myers Wealth Managers, LTD. | $349,429 | 8,185 | Added |