| 1 | Heartland Bank & Trust Co | $48.0M | 1.1M | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $12.5M | 290,645 | Added |
| 3 | OSAIC HOLDINGS, INC. | $12.3M | 285,193 | Added |
| 4 | Clarity Retirement & Wealth, LLC | $9.0M | 209,172 | Added |
| 5 | Anson Capital, Inc. | $8.8M | 205,210 | Added |
| 6 | Advyzon Investment Management, LLC | $7.5M | 174,633 | New |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 71,402 | Added |
| 8 | Kestra Advisory Services, LLC | $3.1M | 71,366 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 64,818 | Trimmed |
| 10 | Noble Wealth Management PBC | $2.5M | 57,090 | Trimmed |
| 11 | Cetera Investment Advisers | $2.4M | 56,753 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 50,525 | Added |
| 13 | Boston Partners | $2.1M | 49,317 | Added |
| 14 | CITADEL ADVISORS LLC | $2.0M | 45,335 | New |
| 15 | JPMORGAN CHASE & CO | $1.5M | 33,987 | Added |
| 16 | Bill Few Associates, Inc. | $1.4M | 32,430 | Trimmed |
| 17 | IFP Advisors, Inc | $1.2M | 28,267 | Trimmed |
| 18 | PNC Financial Services Group, Inc. | $1.2M | 28,174 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.2M | 28,078 | Trimmed |
| 20 | Core Wealth Advisors, Inc. | $1.2M | 27,961 | Added |
| 21 | Davis Wealth Advisors, LLC | $1.0M | 23,642 | Added |
| 22 | HARBOUR INVESTMENTS, INC. | $939,870 | 21,837 | Added |
| 23 | JANE STREET GROUP, LLC | $933,236 | 21,683 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $913,132 | 21,305 | Added |
| 25 | Peterson Wealth Advisors, LLC | $569,864 | 13,240 | Added |