| 1 | Dynasty Wealth Management, LLC | $642.4M | 6.6M | Added |
| 2 | JPMORGAN CHASE & CO | $321.4M | 3.4M | Added |
| 3 | OpenArc Corporate Advisory, LLC | $228.1M | 2.3M | Added |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $206.0M | 2.1M | Trimmed |
| 5 | Quotient Wealth Partners, LLC | $91.2M | 933,031 | Added |
| 6 | LPL Financial LLC | $45.3M | 463,190 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.6M | 415,473 | Added |
| 8 | WCG Wealth Advisors LLC | $35.6M | 363,898 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $21.9M | 223,688 | Added |
| 10 | UNIQUE WEALTH, LLC | $16.9M | 172,606 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.9M | 163,032 | Added |
| 12 | ASPIRIANT, LLC | $15.6M | 160,006 | Added |
| 13 | JANE STREET GROUP, LLC | $15.3M | 156,011 | Added |
| 14 | Centerline Wealth Advisors, LLC | $14.7M | 150,166 | Trimmed |
| 15 | Mariner, LLC | $13.5M | 138,211 | Added |
| 16 | Procyon Advisors, LLC | $13.2M | 135,106 | Added |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $10.3M | 105,340 | Hold |
| 18 | Quadcap Wealth Management, LLC | $9.3M | 95,352 | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $8.9M | 90,559 | Added |
| 20 | Storen Legacy Partners, LLC | $8.7M | 88,819 | New |
| 21 | Valence8 US LP | $8.3M | 85,199 | Trimmed |
| 22 | Thrivent Financial for Lutherans | $8.2M | 83,448 | Added |
| 23 | Principle Wealth Partners LLC | $8.1M | 82,829 | Added |
| 24 | Venture Visionary Partners LLC | $8.0M | 82,154 | Added |
| 25 | WJ Wealth Management, LLC | $7.1M | 72,463 | Added |