| 1 | MORGAN STANLEY | $71.9M | 5.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $34.6M | 2.8M | Added |
| 3 | Cable Car Capital, LP | $22.8M | 1.9M | New |
| 4 | WELLS FARGO & COMPANY/MN | $16.7M | 1.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $15.8M | 1.3M | Added |
| 6 | UBS Group AG | $13.3M | 1.1M | Added |
| 7 | LPL Financial LLC | $12.8M | 1.0M | Added |
| 8 | Mission Hills Financial Advisory, LLC | $12.3M | 998,062 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $9.4M | 765,435 | Trimmed |
| 10 | Penserra Capital Management LLC | $9.1M | 737,594 | Added |
| 11 | LAKE STREET PRIVATE WEALTH, LLC | $7.4M | 604,250 | Added |
| 12 | BOOTHBAY FUND MANAGEMENT, LLC | $7.2M | 583,814 | New |
| 13 | Alpine Global Management, LLC | $6.9M | 561,401 | New |
| 14 | Quarry LP | $6.8M | 554,653 | New |
| 15 | Mariner, LLC | $4.6M | 370,664 | Trimmed |
| 16 | Private Advisor Group, LLC | $4.6M | 370,470 | Added |
| 17 | OSAIC HOLDINGS, INC. | $4.3M | 350,947 | Added |
| 18 | MATRIX PRIVATE CAPITAL GROUP LLC | $4.2M | 339,995 | Added |
| 19 | Royal Bank of Canada | $4.1M | 331,428 | Added |
| 20 | CASTLE WEALTH MANAGEMENT LLC | $3.7M | 301,114 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 298,094 | Trimmed |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $3.5M | 287,045 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $3.3M | 269,060 | Added |
| 24 | Wealth Advisory Solutions, LLC | $3.2M | 261,026 | Trimmed |
| 25 | Cyndeo Wealth Partners, LLC | $3.0M | 241,179 | Trimmed |