| 1 | NEW YORK LIFE INSURANCE CO | $24.8M | 1.2M | Hold |
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $10.5M | 485,049 | Hold |
| 3 | Weil Company, Inc. | $9.3M | 430,845 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 167,926 | New |
| 5 | Octavia Wealth Advisors, LLC | $2.8M | 129,516 | Added |
| 6 | Cetera Investment Advisers | $2.7M | 125,878 | Added |
| 7 | Entruity Wealth, LLC | $2.5M | 113,813 | Trimmed |
| 8 | Brio Consultants, LLC | $1.3M | 62,262 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.3M | 58,624 | New |
| 10 | FLOW TRADERS U.S. LLC | $1.1M | 48,960 | New |
| 11 | JANE STREET GROUP, LLC | $974,800 | 45,214 | Added |
| 12 | OLD MISSION CAPITAL LLC | $670,463 | 31,098 | Added |
| 13 | Avantax Planning Partners, Inc. | $589,550 | 27,345 | Added |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $528,699 | 24,465 | Added |
| 15 | OSAIC HOLDINGS, INC. | $378,244 | 17,544 | Added |
| 16 | Wedmont Private Capital | $248,536 | 11,448 | Hold |
| 17 | WEALTH ALLIANCE, LLC | $229,611 | 10,650 | Hold |
| 18 | SeaCrest Wealth Management, LLC | $222,274 | 10,310 | New |
| 19 | Ameritas Investment Partners, Inc. | $162,776 | 7,550 | Added |
| 20 | Physician Wealth Advisors, Inc. | $54,848 | 2,544 | Trimmed |
| 21 | Sunrise Financial Services, LLC | $31,262 | 1,450 | Added |
| 22 | Rockefeller Capital Management L.P. | $17,420 | 808 | Trimmed |
| 23 | UBS Group AG | $14,208 | 659 | New |
| 24 | MORGAN STANLEY | $33 | 1 | New |
| 25 | FF Advisors,LLC | $0 | 0 | Exited |