| 1 | Cambridge Investment Research Advisors, Inc. | $30.8M | 1.2M | New |
| 2 | Kaizen Financial Strategies | $2.0M | 79,122 | New |
| 3 | Concurrent Investment Advisors, LLC | $1.8M | 70,434 | Trimmed |
| 4 | Integrity Advisory Solutions, LLC | $1.8M | 69,618 | New |
| 5 | CITADEL ADVISORS LLC | $1.7M | 65,489 | Added |
| 6 | Corient Private Wealth LLC | $1.6M | 63,650 | New |
| 7 | Mariner, LLC | $694,814 | 27,572 | New |
| 8 | January Capital Advisors LLC | $686,398 | 27,238 | New |
| 9 | Waverly Advisors, LLC | $664,163 | 26,356 | Added |
| 10 | WealthPlan Investment Management, LLC | $636,602 | 25,262 | New |
| 11 | Hummer Financial Advisory Services Inc | $624,960 | 24,800 | Hold |
| 12 | Savvy Advisors, Inc. | $571,477 | 22,678 | Added |
| 13 | JANE STREET GROUP, LLC | $550,091 | 21,829 | Added |
| 14 | Coastwise Capital Group, LLC | $526,748 | 20,903 | Trimmed |
| 15 | Mainstream Capital Management LLC | $490,972 | 19,483 | Hold |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $416,096 | 16,538 | Added |
| 17 | Sculati Wealth Management, LLC | $350,053 | 13,891 | Trimmed |
| 18 | JAMES INVESTMENT RESEARCH, INC. | $338,108 | 13,417 | Added |
| 19 | TD Waterhouse Canada Inc. | $59,935 | 2,385 | Hold |
| 20 | Golden State Wealth Management, LLC | $52,013 | 2,064 | Hold |
| 21 | Anfield Capital Management, LLC | $46,015 | 1,826 | Hold |
| 22 | Costello Asset Management, INC | $17,514 | 695 | Hold |
| 23 | Vermillion Wealth Management, Inc. | $12,524 | 497 | Hold |
| 24 | WOLFF WIESE MAGANA LLC | $2,521 | 100 | New |
| 25 | WELLS FARGO & COMPANY/MN | $17 | 1 | New |