| BANK OF AMERICA CORP /DE/ | 12M | $1.07B | — | Held |
| MORGAN STANLEY | 8.48M | $754.8M | — | Held |
| Prestige Wealth Management Group LLC | 625.5K | $55.6M | $3.26M | Added$1.84M |
| Savant Capital, LLC | 433.6K | $38.6M | $2.26M | Added$1.25M |
| IFP Advisors, Inc | 398.4K | $35.4M | — | Held |
| Sanctuary Advisors, LLC | 273.6K | $24.3M | $1.43M | Cut−$1.44M |
| HOWARD BAILEY SECURITIES, LLC | 169.9K | $15.1M | $886.9K | Added$464.7K |
| Cresset Asset Management, LLC | 26.4K | $2.35M | $137.6K | Added$142.3K |
| Peck Wealth Management, LLC | 16.9K | $1.5M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 15K | $1.34M | $78.4K | Added$12.5K |
| Noble Wealth Management PBC | 10.6K | $946.1K | — | Held |
| Wealthspire Retirement, LLC | 8.5K | $755.8K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 6.88K | $611.9K | — | Held |
| Allworth Financial LP | 6.3K | $560.3K | — | Held |
| Kilter Group LLC | 4.22K | $375.3K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 2.48K | $220.7K | $13K | Added$13K |
| Tenret Co LLC | 2.42K | $215.6K | — | Held |
| Scarborough Advisors, LLC | 1.88K | $167.6K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1.22K | $108.6K | — | Held |
| Holos Integrated Wealth LLC | 869 | $75.6K | — | Held |
| SkyView Investment Advisors, LLC | 529.1K | $47.1K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 506 | $45K | — | Held |
| Medallion Wealth Advisors, LLC | 363 | $32.3K | $1.63K | Added$6.17K |
| Catherine Avery Investment Management LLC | 55 | $4.89K | $287 | Added$287 |