| 1 | Howard Capital Management Inc. | $421.8M | 5.2M | Added |
| 2 | PPSC Investment Service Corp | $114.6M | 1.4M | Added |
| 3 | Walleye Trading LLC | $54.6M | 673,922 | Added |
| 4 | CITIGROUP INC | $40.7M | 502,752 | Trimmed |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $21.4M | 264,290 | Trimmed |
| 6 | SBI Securities Co., Ltd. | $20.1M | 247,691 | Trimmed |
| 7 | Paragon Advisors, LLC | $19.9M | 246,279 | Trimmed |
| 8 | Avidian Wealth Enterprises, LLC | $11.9M | 146,668 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.9M | 128,444 | Trimmed |
| 10 | Rollins Financial Advisors, LLC | $9.7M | 120,256 | Trimmed |
| 11 | Diversified Trust Co | $8.9M | 110,000 | Hold |
| 12 | Main Street Group, LTD | $8.8M | 108,515 | Trimmed |
| 13 | Baker Avenue Asset Management, LP | $8.4M | 103,230 | Trimmed |
| 14 | TriaGen Wealth Management LLC | $7.3M | 89,645 | New |
| 15 | Demars Financial Group, LLC | $6.2M | 76,499 | Added |
| 16 | SteelPeak Wealth, LLC | $5.7M | 70,549 | Trimmed |
| 17 | Discipline Wealth Solutions, LLC | $5.5M | 68,198 | Trimmed |
| 18 | TOTH FINANCIAL ADVISORY CORP | $5.1M | 63,298 | Trimmed |
| 19 | Sowell Financial Services LLC | $3.8M | 47,004 | Added |
| 20 | Retirement Planning Co of New England, Inc. | $3.6M | 44,551 | Trimmed |
| 21 | MATHER GROUP, LLC. | $3.6M | 44,424 | Added |
| 22 | PINNACLE ASSOCIATES LTD | $3.6M | 44,004 | Trimmed |
| 23 | Blue Sky Capital Consultants Group, Inc. | $3.6M | 44,000 | Trimmed |
| 24 | J. Safra Sarasin Holding AG | $3.4M | 41,718 | New |
| 25 | DeDora Capital, Inc. | $3.3M | 40,749 | Trimmed |