| 1 | LPL Financial LLC | $63.8M | 843,701 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $36.5M | 482,261 | Added |
| 3 | RFP Financial Group LLC | $21.2M | 280,450 | New |
| 4 | MORGAN STANLEY | $19.3M | 255,670 | Added |
| 5 | Pathway Financial Advisors LLC | $19.3M | 255,581 | Added |
| 6 | Coston, McIsaac & Partners | $18.2M | 240,647 | Added |
| 7 | Pines Wealth Management, LLC | $13.2M | 174,037 | New |
| 8 | UBS Group AG | $11.7M | 154,167 | Added |
| 9 | TRUIST FINANCIAL CORP | $10.5M | 138,543 | Added |
| 10 | Hikari Power Ltd | $10.4M | 136,950 | New |
| 11 | Strategic Investment Solutions, Inc. /IL | $9.9M | 130,580 | Trimmed |
| 12 | Zhang Financial LLC | $9.3M | 122,652 | Added |
| 13 | Farther Finance Advisors, LLC | $8.4M | 111,336 | Added |
| 14 | Royal Bank of Canada | $8.3M | 109,751 | Added |
| 15 | GUYASUTA INVESTMENT ADVISORS INC | $5.9M | 77,552 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $5.5M | 72,598 | New |
| 17 | Waverly Advisors, LLC | $4.0M | 52,619 | Added |
| 18 | Capital Investment Services of America, Inc. | $3.9M | 51,992 | Added |
| 19 | JANE STREET GROUP, LLC | $3.8M | 50,402 | Added |
| 20 | Keystone Wealth Services, LLC | $3.5M | 46,535 | Added |
| 21 | OSAIC HOLDINGS, INC. | $2.5M | 33,660 | Added |
| 22 | BOSTON FAMILY OFFICE LLC | $2.3M | 29,994 | Added |
| 23 | North Capital, Inc. | $2.1M | 28,057 | Added |
| 24 | Steele Capital Management, Inc. | $2.0M | 26,026 | New |
| 25 | Steward Partners Investment Advisory, LLC | $1.9M | 24,749 | Trimmed |