| 1 | MORGAN STANLEY | $56.8M | 2.4M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $15.1M | 631,836 | Added |
| 3 | Royal Bank of Canada | $14.5M | 605,505 | Trimmed |
| 4 | Warren Street Wealth Advisors, LLC | $13.4M | 560,456 | Trimmed |
| 5 | Leo Wealth, LLC | $10.4M | 436,173 | Trimmed |
| 6 | Wright Wealth LLC | $7.2M | 302,130 | Added |
| 7 | Kestra Advisory Services, LLC | $6.1M | 255,960 | Added |
| 8 | LPL Financial LLC | $5.3M | 223,041 | Trimmed |
| 9 | Team Financial Group, LLC | $3.0M | 125,260 | Trimmed |
| 10 | Wayfinding Financial, LLC | $2.6M | 108,607 | Trimmed |
| 11 | MISSION WEALTH MANAGEMENT, LP | $2.2M | 89,950 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.1M | 87,840 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.7M | 71,341 | Added |
| 14 | Cetera Investment Advisers | $1.3M | 54,761 | Added |
| 15 | Gateway Wealth Partners, LLC | $1.1M | 47,440 | New |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 42,476 | Added |
| 17 | Global Wealth Management Investment Advisory, Inc. | $981,388 | 40,994 | Added |
| 18 | &PARTNERS | $964,351 | 39,650 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $902,323 | 37,691 | Added |
| 20 | OneAscent Financial Services LLC | $900,632 | 37,620 | Added |
| 21 | OSAIC HOLDINGS, INC. | $806,621 | 33,692 | Trimmed |
| 22 | Private Advisor Group, LLC | $770,137 | 32,169 | Trimmed |
| 23 | JANE STREET GROUP, LLC | $766,750 | 32,028 | New |
| 24 | ROMAN BUTLER FULLERTON & CO | $765,480 | 31,895 | Added |
| 25 | Empirical Asset Management, LLC | $726,167 | 30,333 | Added |