| 1 | OLD SECOND NATIONAL BANK OF AURORA | $44.6M | 1.4M | Trimmed |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $38.6M | 1.2M | Added |
| 3 | Baron Wealth Management LLC | $32.3M | 993,624 | Added |
| 4 | River Street Advisors LLC | $23.2M | 714,905 | Added |
| 5 | CMH Wealth Management LLC | $21.5M | 663,446 | Added |
| 6 | Soltis Investment Advisors LLC | $16.7M | 514,017 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 371,486 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 304,141 | Added |
| 9 | Jeter Robert S II | $8.2M | 249,803 | Added |
| 10 | DAVENPORT & Co LLC | $6.5M | 198,898 | Trimmed |
| 11 | Integrity Financial Corp /WA | $5.7M | 176,024 | Added |
| 12 | Annex Advisory Services, LLC | $3.8M | 115,988 | Trimmed |
| 13 | Private Advisor Group, LLC | $3.6M | 111,110 | Added |
| 14 | VICTORY FINANCIAL GROUP, LLC | $2.8M | 84,990 | Trimmed |
| 15 | Savvy Advisors, Inc. | $2.7M | 82,503 | New |
| 16 | BENJAMIN EDWARDS INC | $1.5M | 47,310 | Trimmed |
| 17 | BOYUM WEALTH ARCHITECTS LLC | $1.1M | 33,342 | Added |
| 18 | Apollon Wealth Management, LLC | $724,077 | 22,293 | Added |
| 19 | TRUIST FINANCIAL CORP | $707,772 | 21,791 | Added |
| 20 | Fortis Capital Advisors, LLC | $618,549 | 19,044 | Added |
| 21 | Belpointe Asset Management LLC | $618,549 | 19,044 | Added |
| 22 | Flaharty Asset Management, LLC | $596,327 | 18,224 | Trimmed |
| 23 | Lynx Investment Advisory | $349,810 | 10,770 | Added |
| 24 | JM2 Capital Inc. | $282,853 | 8,709 | Added |
| 25 | Walleye Partners, LLC | $266,336 | 8,200 | Hold |