| 1 | CWM, LLC | $73.0M | 1.5M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $58.6M | 1.2M | Added |
| 3 | Avidian Wealth Enterprises, LLC | $57.9M | 1.2M | Added |
| 4 | LPL Financial LLC | $31.5M | 644,056 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $27.3M | 559,159 | Added |
| 6 | JPMORGAN CHASE & CO | $27.3M | 573,270 | Added |
| 7 | Thrivent Financial for Lutherans | $19.2M | 393,955 | Trimmed |
| 8 | Mainsail Financial Group, LLC | $19.1M | 390,737 | Added |
| 9 | Goodman Advisory Group, LLC | $18.4M | 376,094 | Trimmed |
| 10 | Atria Investments, Inc | $10.4M | 213,641 | Added |
| 11 | Cerity Partners LLC | $8.6M | 175,947 | Trimmed |
| 12 | Apeiron RIA LLC | $8.6M | 175,371 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 174,998 | Trimmed |
| 14 | COLUMBIA ADVISORY PARTNERS LLC | $8.0M | 163,496 | Added |
| 15 | Cetera Investment Advisers | $7.5M | 154,443 | Trimmed |
| 16 | MAGNOLIA CAPITAL ADVISORS LLC | $7.5M | 154,038 | New |
| 17 | Mariner, LLC | $7.2M | 147,209 | Trimmed |
| 18 | Planned Solutions, Inc. | $7.1M | 144,411 | Trimmed |
| 19 | Kathmere Capital Management, LLC | $6.6M | 134,666 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $6.6M | 134,581 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.3M | 128,596 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $5.8M | 117,861 | Trimmed |
| 23 | Orion Porfolio Solutions, LLC | $5.7M | 116,821 | Trimmed |
| 24 | MORGAN STANLEY | $5.0M | 101,861 | Added |
| 25 | Oxinas Partners Wealth Management LLC | $4.4M | 89,720 | New |