| 1 | MAIRS & POWER INC | $9.1M | 410,865 | Added |
| 2 | Tradition Wealth Management, LLC | $1.8M | 79,951 | Added |
| 3 | OneAscent Financial Services LLC | $1.3M | 56,858 | Added |
| 4 | JANE STREET GROUP, LLC | $999,745 | 45,186 | Added |
| 5 | BAYBAN | $780,972 | 35,298 | Added |
| 6 | First Heartland Consultants, Inc. | $391,365 | 17,689 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $385,000 | 17,393 | Added |
| 8 | Focus Partners Advisor Solutions, LLC | $366,281 | 16,555 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $336,400 | 15,205 | Added |
| 10 | Winter & Associates, Inc. | $332,956 | 14,971 | Trimmed |
| 11 | FLOW TRADERS U.S. LLC | $319,000 | 14,396 | Hold |
| 12 | CPA Asset Management Group, LLC | $290,105 | 13,112 | Hold |
| 13 | TRUST POINT INC. | $265,501 | 12,000 | Hold |
| 14 | Fisher Asset Management, LLC | $229,769 | 10,385 | Hold |
| 15 | Kestra Advisory Services, LLC | $222,043 | 10,036 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $165,377 | 7,473 | Hold |
| 17 | MORGAN STANLEY | $88,538 | 4,001 | Hold |
| 18 | Farther Finance Advisors, LLC | $79,298 | 3,576 | Hold |
| 19 | BALLAST ADVISORS LLC | $34,000 | 1,529 | New |
| 20 | Geneos Wealth Management Inc. | $8,808 | 398 | Hold |
| 21 | AdvisorNet Financial, Inc | $0 | 0 | Exited |
| 22 | Capital Management Associates, Inc | $0 | 0 | Exited |
| 23 | Dorsey & Whitney Trust CO LLC | $0 | 0 | Exited |
| 24 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 25 | UBS Group AG | $0 | 0 | Exited |