| 1 | UBS Group AG | $42.1M | 385,035 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $39.8M | 363,231 | Trimmed |
| 3 | MORGAN STANLEY | $37.4M | 341,442 | Added |
| 4 | MATAURO, LLC | $32.0M | 292,212 | Added |
| 5 | Flaharty Asset Management, LLC | $26.6M | 243,438 | Trimmed |
| 6 | LPL Financial LLC | $20.9M | 190,563 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $15.0M | 136,826 | Added |
| 8 | BNP PARIBAS FINANCIAL MARKETS | $14.3M | 130,869 | Added |
| 9 | Cresset Asset Management, LLC | $10.4M | 94,614 | New |
| 10 | Arkfeld Wealth Strategies, L.L.C. | $10.1M | 100,850 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $7.5M | 71,228 | Trimmed |
| 12 | Stonebridge Financial Group, LLC | $7.3M | 66,795 | Added |
| 13 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $6.8M | 62,328 | New |
| 14 | Guild Investment Management, Inc. | $6.4M | 58,410 | Trimmed |
| 15 | OARSMAN CAPITAL, INC. | $6.1M | 56,008 | Trimmed |
| 16 | Concurrent Investment Advisors, LLC | $5.0M | 46,052 | New |
| 17 | Royal Bank of Canada | $4.5M | 41,264 | Added |
| 18 | Ocean Park Asset Management, LLC | $4.5M | 41,114 | New |
| 19 | WELLS FARGO & COMPANY/MN | $4.2M | 38,094 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $3.9M | 35,611 | Added |
| 21 | Aptus Capital Advisors, LLC | $3.4M | 31,376 | Added |
| 22 | Financial Guidance Group, Inc. | $3.4M | 31,326 | Added |
| 23 | Davis Investment Partners, LLC | $3.3M | 30,007 | Trimmed |
| 24 | Baird Financial Group, Inc. | $3.3M | 29,795 | Trimmed |
| 25 | IHT Wealth Management, LLC | $3.0M | 27,108 | Trimmed |