| 1 | Kestra Advisory Services, LLC | $2.0M | 121,181 | Added |
| 2 | JANE STREET GROUP, LLC | $1.4M | 84,707 | New |
| 3 | Cetera Investment Advisers | $1.3M | 79,831 | Added |
| 4 | Maridea Wealth Management LLC | $1.2M | 70,734 | Added |
| 5 | Concurrent Investment Advisors, LLC | $1.1M | 65,105 | Trimmed |
| 6 | DAYMARK WEALTH PARTNERS, LLC | $971,680 | 57,866 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $753,978 | 44,901 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $699,517 | 41,658 | New |
| 9 | Boyce & Associates Wealth Consulting, Inc. | $643,315 | 38,311 | Added |
| 10 | United Advisor Group, LLC | $526,661 | 31,364 | New |
| 11 | CITADEL ADVISORS LLC | $393,518 | 23,435 | New |
| 12 | Blackhawk Capital Partners, LLC | $376,474 | 22,420 | Added |
| 13 | HBW ADVISORY SERVICES LLC | $374,942 | 22,329 | New |
| 14 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $369,926 | 22,030 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $352,428 | 20,988 | Added |
| 16 | WOODWARD DIVERSIFIED CAPITAL, LLC | $348,844 | 18,762 | New |
| 17 | FLOW TRADERS U.S. LLC | $305,000 | 18,138 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $233,794 | 13,923 | New |
| 19 | OSAIC HOLDINGS, INC. | $173,451 | 10,330 | New |
| 20 | Advisory Services Network, LLC | $104,949 | 6,250 | New |
| 21 | Topsail Wealth Management, LLC | $62,130 | 3,700 | Added |
| 22 | NewEdge Advisors, LLC | $28,700 | 28,700 | New |
| 23 | HARBOUR INVESTMENTS, INC. | $16,540 | 985 | New |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $12,594 | 750 | New |
| 25 | Royal Bank of Canada | $8,000 | 497 | New |