| 1 | Cetera Investment Advisers | $21.9M | 438,873 | Added |
| 2 | Capital Asset Advisory Services LLC | $8.3M | 165,575 | New |
| 3 | LPL Financial LLC | $7.1M | 143,144 | Trimmed |
| 4 | Prentice Wealth Management LLC | $5.4M | 108,356 | Trimmed |
| 5 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 95,020 | Added |
| 6 | SEEDS INVESTOR LLC | $4.6M | 91,112 | Added |
| 7 | Stewardship Advisors, LLC | $4.1M | 83,051 | New |
| 8 | UBS Group AG | $3.6M | 71,334 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 69,753 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 66,319 | Added |
| 11 | AdvisorNet Financial, Inc | $2.9M | 58,270 | Trimmed |
| 12 | Royal Bank of Canada | $2.9M | 57,790 | Added |
| 13 | BOYUM WEALTH ARCHITECTS LLC | $2.8M | 56,688 | Added |
| 14 | GGM Financials LLC | $2.8M | 55,847 | Added |
| 15 | JPMORGAN CHASE & CO | $2.7M | 53,676 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $2.5M | 51,167 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $2.1M | 42,871 | Trimmed |
| 18 | Investment Planning Advisors, Inc. | $1.8M | 36,871 | Added |
| 19 | Integrated Wealth Concepts LLC | $1.6M | 31,561 | New |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 30,175 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $1.3M | 25,808 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 24,273 | Added |
| 23 | Walkner Condon Financial Advisors LLC | $1.2M | 23,367 | Added |
| 24 | Kestra Advisory Services, LLC | $999,290 | 20,054 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $863,305 | 17,325 | Trimmed |