| 1 | DAHRING | CUSMANO LLC | $9.8M | 191,644 | Added |
| 2 | Holos Integrated Wealth LLC | $7.9M | 155,443 | Added |
| 3 | New Capital Management LP | $4.3M | 84,586 | Trimmed |
| 4 | Rialto Wealth Management, LLC | $3.5M | 68,511 | Added |
| 5 | D.B. Root & Company, LLC | $3.4M | 66,751 | Added |
| 6 | Buska Wealth Management, LLC | $3.0M | 59,255 | Added |
| 7 | GSG Advisors LLC | $2.0M | 39,756 | Added |
| 8 | CITADEL ADVISORS LLC | $1.6M | 31,185 | Added |
| 9 | Arete Wealth Advisors, LLC | $1.4M | 27,240 | Added |
| 10 | JANE STREET GROUP, LLC | $1.4M | 26,997 | Trimmed |
| 11 | SAGE RHINO CAPITAL LLC | $1.1M | 21,366 | New |
| 12 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $964,751 | 18,933 | Trimmed |
| 13 | CRA Financial Services, LLC | $871,433 | 17,086 | Added |
| 14 | D'Orazio & Associates, Inc. | $781,638 | 15,325 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $771,261 | 15,122 | Added |
| 16 | Modern Wealth Management, LLC | $756,590 | 14,870 | New |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $496,540 | 9,735 | Added |
| 18 | Royal Bank of Canada | $481,000 | 9,428 | Trimmed |
| 19 | Beacon Pointe Advisors, LLC | $357,539 | 7,010 | New |
| 20 | Independence Asset Advisors, LLC | $337,643 | 6,629 | New |
| 21 | Ballast Rock Private Wealth LLC | $294,371 | 5,772 | Added |
| 22 | New England Private Wealth Advisors LLC | $260,251 | 5,103 | Added |
| 23 | Swisher Financial Concepts, Inc. | $247,115 | 4,845 | Hold |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $214,727 | 4,210 | New |
| 25 | Ancora Advisors LLC | $143,628 | 2,816 | Added |