| 1 | HighTower Advisors, LLC | $5.0M | 166,342 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.3M | 109,664 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 91,215 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 57,995 | New |
| 5 | Kestra Advisory Services, LLC | $1.3M | 44,125 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $920,553 | 30,574 | Hold |
| 7 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $887,360 | 29,500 | Hold |
| 8 | Chicago Partners Investment Group LLC | $680,159 | 22,725 | New |
| 9 | MTM FINANCIAL GROUP, LLC | $673,942 | 22,405 | Trimmed |
| 10 | Syntegra Private Wealth Group, LLC | $612,218 | 20,353 | Hold |
| 11 | Waverly Advisors, LLC | $612,098 | 20,349 | Hold |
| 12 | Maia Wealth LLC | $567,640 | 18,871 | Trimmed |
| 13 | OLD MISSION CAPITAL LLC | $502,696 | 16,712 | Trimmed |
| 14 | Brookstone Capital Management | $433,302 | 14,405 | Trimmed |
| 15 | Foundations Investment Advisors, LLC | $425,873 | 14,158 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $406,208 | 13,520 | New |
| 17 | Trek Financial, LLC | $392,604 | 13,052 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $385,000 | 12,811 | Trimmed |
| 19 | Cypress Wealth Services, LLC | $341,619 | 11,357 | Hold |
| 20 | Three Seasons Wealth, LLC | $316,442 | 10,520 | Hold |
| 21 | KFG WEALTH MANAGEMENT, LLC | $314,968 | 10,471 | Trimmed |
| 22 | World Investment Advisors | $298,632 | 10,299 | Hold |
| 23 | Cornerstone Wealth Group, LLC | $269,517 | 8,960 | Hold |
| 24 | Tradition Wealth Management, LLC | $249,875 | 8,307 | Hold |
| 25 | Vestmark Advisory Solutions, Inc. | $233,902 | 7,776 | New |