| 1 | Sterling Manor Financial, LLC | $9.0M | 342,177 | Trimmed |
| 2 | Modern Wealth Management, LLC | $5.7M | 217,773 | Added |
| 3 | US BANCORP \DE\ | $5.6M | 213,885 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 198,016 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.6M | 137,377 | Trimmed |
| 6 | Cetera Investment Advisers | $3.0M | 113,739 | Added |
| 7 | SOA Wealth Advisors, LLC. | $2.4M | 90,227 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $2.3M | 86,272 | Trimmed |
| 9 | LPL Financial LLC | $2.0M | 74,641 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.8M | 69,917 | Added |
| 11 | NorthCrest Asset Manangement, LLC | $1.7M | 65,025 | Trimmed |
| 12 | Avantra Family Wealth, Inc. | $1.5M | 56,587 | Added |
| 13 | Clear Creek Financial Management, LLC | $1.4M | 54,281 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 46,085 | Added |
| 15 | SILVER OAK SECURITIES, INCORPORATED | $997,354 | 38,110 | Added |
| 16 | Kestra Advisory Services, LLC | $875,662 | 33,460 | Added |
| 17 | OLD MISSION CAPITAL LLC | $855,484 | 32,689 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $848,366 | 32,417 | Added |
| 19 | Noble Wealth Management PBC | $843,655 | 32,237 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $804,059 | 30,724 | Added |
| 21 | Rockefeller Capital Management L.P. | $770,143 | 29,428 | Trimmed |
| 22 | Ignite Planners, LLC | $756,874 | 28,921 | Trimmed |
| 23 | WEALTHGARDEN F.S. LLC | $645,245 | 24,656 | Hold |
| 24 | Sunbelt Securities, Inc. | $618,694 | 23,641 | Hold |
| 25 | Corient Private Wealth LLC | $608,043 | 23,234 | Trimmed |