| 1 | AMERICAN CENTURY COMPANIES INC | $75.7M | 1.5M | Added |
| 2 | Round Rock Advisors, LLC | $14.7M | 287,522 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $12.3M | 240,054 | Added |
| 4 | HighTower Advisors, LLC | $5.6M | 109,939 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 96,792 | Added |
| 6 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $4.2M | 81,557 | Trimmed |
| 7 | IFP Advisors, Inc | $3.0M | 58,933 | Added |
| 8 | Clearview Wealth Management LLC | $2.8M | 54,588 | New |
| 9 | GOLDMAN SACHS GROUP INC | $2.3M | 45,218 | Added |
| 10 | OSAIC HOLDINGS, INC. | $1.5M | 29,657 | Trimmed |
| 11 | Investment Advisory Group, LLC | $1.5M | 29,000 | Added |
| 12 | Core Wealth Advisors, Inc. | $1.5M | 28,344 | Added |
| 13 | Joseph P. Lucia & Associates, LLC | $1.3M | 26,288 | Added |
| 14 | Rockefeller Capital Management L.P. | $1.3M | 24,723 | Added |
| 15 | JANE STREET GROUP, LLC | $1.1M | 20,717 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $997,242 | 19,447 | New |
| 17 | Nova Wealth Management, Inc. | $950,077 | 18,524 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $737,179 | 14,373 | Added |
| 19 | Medallion Wealth Advisors, LLC | $725,740 | 14,150 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $695,000 | 13,545 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $577,779 | 11,265 | Trimmed |
| 22 | Peak Planning Group, LLC | $537,363 | 10,477 | Added |
| 23 | Weaver Consulting Group | $426,519 | 8,316 | Hold |
| 24 | Steward Partners Investment Advisory, LLC | $386,155 | 7,529 | Added |
| 25 | Summit Financial, LLC | $359,584 | 7,011 | Trimmed |