| 1 | TTRF Capital Ltd | $89.2M | 322,931 | New |
| 2 | Meadowbrook Wealth Management, LLC | $5.9M | 21,390 | Added |
| 3 | Assenagon Asset Management S.A. | $5.4M | 20,913 | Added |
| 4 | Gradient Investments LLC | $2.0M | 7,216 | Added |
| 5 | Teamwork Financial Advisors, LLC | $1.7M | 6,310 | Trimmed |
| 6 | Dynamic Advisor Solutions LLC | $1.3M | 4,876 | Trimmed |
| 7 | FNY Investment Advisers, LLC | $968,000 | 3,508 | Added |
| 8 | Silverleafe Capital Partners, LLC | $934,296 | 3,383 | New |
| 9 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $683,521 | 2,475 | Added |
| 10 | CoreCap Advisors, LLC | $632,982 | 2,292 | Added |
| 11 | GK Wealth Management LLC | $614,479 | 2,225 | New |
| 12 | LifeGoal Investments, LLC | $559,244 | 2,025 | New |
| 13 | OFS Enterprise LLC | $552,340 | 2,000 | Trimmed |
| 14 | Valeo Financial Advisors, LLC | $421,236 | 1,525 | New |
| 15 | Westmount Partners, LLC | $344,936 | 1,249 | New |
| 16 | Crumly & Associates Inc. | $272,304 | 986 | New |
| 17 | Lake Hills Wealth Management, LLC | $252,143 | 913 | New |
| 18 | Worth Asset Management, LLC | $231,983 | 840 | New |
| 19 | ABNER HERRMAN & BROCK LLC | $222,000 | 805 | New |
| 20 | Clark Asset Management, LLC | $217,346 | 787 | New |
| 21 | ELEVATION WEALTH PARTNERS, LLC | $177,302 | 642 | Hold |
| 22 | Strategic Investment Solutions, Inc. /IL | $134,219 | 486 | New |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | $87,546 | 317 | Added |
| 24 | Grove Bank & Trust | $71,804 | 260 | Trimmed |
| 25 | MassMutual Private Wealth & Trust, FSB | $63,243 | 229 | Added |