| 1 | LPL Financial LLC | $17.0M | 257,534 | Added |
| 2 | Integrated Wealth Concepts LLC | $14.6M | 220,919 | Added |
| 3 | Occidental Asset Management, LLC | $11.7M | 176,935 | Added |
| 4 | UBS Group AG | $8.6M | 130,651 | Trimmed |
| 5 | Anderson Financial Strategies, LLC | $4.3M | 65,617 | Added |
| 6 | Kestra Advisory Services, LLC | $2.2M | 32,885 | Added |
| 7 | Talisman Wealth Advisors LLC | $2.1M | 22,173 | New |
| 8 | JANE STREET GROUP, LLC | $1.8M | 26,840 | Added |
| 9 | MOODY NATIONAL BANK TRUST DIVISION | $1.7M | 25,624 | Added |
| 10 | AE Wealth Management LLC | $1.2M | 18,150 | Trimmed |
| 11 | Belpointe Asset Management LLC | $706,832 | 10,681 | New |
| 12 | JONES FINANCIAL COMPANIES LLLP | $700,846 | 10,586 | Added |
| 13 | VestGen Advisors, LLC | $688,700 | 10,407 | Trimmed |
| 14 | Rockefeller Capital Management L.P. | $668,139 | 10,096 | Trimmed |
| 15 | NewSquare Capital LLC | $560,383 | 8,468 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $517,104 | 7,814 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $485,558 | 7,337 | Trimmed |
| 18 | Schwallier Wealth Management LLC | $280,805 | 4,243 | Trimmed |
| 19 | Fermata Advisors, LLC | $247,972 | 3,747 | Added |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $221,758 | 3,351 | Trimmed |
| 21 | FLOW TRADERS U.S. LLC | $215,000 | 3,246 | Added |
| 22 | Collaborative Wealth Managment Inc. | $205,280 | 3,102 | Trimmed |
| 23 | Forum Finance Group S.A. | $200,000 | 3,740 | Hold |
| 24 | Royal Bank of Canada | $109,000 | 1,654 | Hold |
| 25 | Frazier Financial Advisors, LLC | $71,736 | 1,084 | Hold |