| 1 | Apollon Wealth Management, LLC | $2.6M | 78,348 | Trimmed |
| 2 | Maia Wealth LLC | $2.5M | 74,806 | New |
| 3 | OLD MISSION CAPITAL LLC | $1.3M | 39,341 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 38,246 | Trimmed |
| 5 | Cetera Investment Advisers | $778,346 | 23,725 | Added |
| 6 | Capasso Planning Partners LLC | $709,123 | 21,615 | New |
| 7 | CITADEL ADVISORS LLC | $660,503 | 20,133 | New |
| 8 | Kestra Advisory Services, LLC | $468,615 | 14,284 | Trimmed |
| 9 | Legacy Capital Wealth Partners, LLC | $413,860 | 12,615 | Trimmed |
| 10 | CWM, LLC | $284,141 | 8,661 | Added |
| 11 | PRECEDENT WEALTH PARTNERS, LLC | $278,178 | 8,479 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $243,000 | 7,408 | Added |
| 13 | HARBOUR INVESTMENTS, INC. | $242,739 | 7,399 | New |
| 14 | Americana Partners, LLC | $229,190 | 6,986 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $207,078 | 6,312 | Trimmed |
| 16 | Madrona Financial Services, LLC | $200,352 | 6,107 | New |
| 17 | Capital Analysts, LLC | $149,000 | 4,537 | New |
| 18 | Noble Wealth Management PBC | $101,702 | 3,100 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $86,906 | 2,649 | Added |
| 20 | DHJJ Financial Advisors, Ltd. | $49,703 | 1,515 | New |
| 21 | JPMORGAN CHASE & CO | $44,006 | 1,350 | Trimmed |
| 22 | Capital Investment Advisory Services, LLC | $8,202 | 250 | Hold |
| 23 | NewEdge Advisors, LLC | $8,017 | 8,017 | Hold |
| 24 | Farther Finance Advisors, LLC | $4,735 | 144 | Hold |
| 25 | WOLFF WIESE MAGANA LLC | $3,281 | 100 | Hold |