| 1 | Apollon Wealth Management, LLC | $3.0M | 88,987 | Added |
| 2 | Maia Wealth LLC | $2.4M | 70,835 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $934,057 | 27,598 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $866,703 | 25,608 | Added |
| 5 | Cetera Investment Advisers | $866,398 | 25,599 | Added |
| 6 | Capasso Planning Partners LLC | $705,567 | 20,847 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $551,030 | 16,281 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $513,192 | 15,163 | Added |
| 9 | Kestra Advisory Services, LLC | $483,442 | 14,284 | Hold |
| 10 | Legacy Capital Wealth Partners, LLC | $426,955 | 12,615 | Hold |
| 11 | Madrona Financial Services, LLC | $335,302 | 9,907 | Added |
| 12 | PRECEDENT WEALTH PARTNERS, LLC | $287,623 | 8,498 | Added |
| 13 | NewEdge Advisors, LLC | $271,335 | 8,017 | Hold |
| 14 | Vise Technologies, Inc. | $271,335 | 8,017 | New |
| 15 | HARBOUR INVESTMENTS, INC. | $250,419 | 7,399 | Hold |
| 16 | Cambridge Investment Research Advisors, Inc. | $246,000 | 7,260 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $219,113 | 6,474 | New |
| 18 | Americana Partners, LLC | $213,765 | 6,316 | Trimmed |
| 19 | Prasad Wealth Partners, LLC | $203,070 | 6,000 | New |
| 20 | Capital Analysts, LLC | $154,000 | 4,537 | Hold |
| 21 | Buck Wealth Strategies, LLC | $101,535 | 3,000 | New |
| 22 | Noble Wealth Management PBC | $98,151 | 2,900 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $89,655 | 2,649 | Hold |
| 24 | DHJJ Financial Advisors, Ltd. | $51,276 | 1,515 | Hold |
| 25 | JPMORGAN CHASE & CO | $45,650 | 1,350 | Hold |