| 1 | WCG Wealth Advisors LLC | $75.1M | 1.9M | Added |
| 2 | Mirae Asset Global Investments Co., Ltd. | $7.0M | 180,000 | Added |
| 3 | LPL Financial LLC | $7.0M | 178,490 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 146,189 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 146,453 | Added |
| 6 | Cetera Investment Advisers | $3.2M | 81,482 | Added |
| 7 | Prosperity Financial Group, Inc. | $3.2M | 81,209 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 76,839 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $2.7M | 68,116 | Added |
| 10 | Royal Bank of Canada | $2.7M | 68,071 | Added |
| 11 | MORGAN STANLEY | $1.8M | 45,004 | Added |
| 12 | Archford Capital Strategies, LLC | $1.1M | 28,972 | Added |
| 13 | CROSSPOINT FINANCIAL, LLC | $1.1M | 27,899 | Added |
| 14 | CITADEL ADVISORS LLC | $974,455 | 24,993 | Added |
| 15 | Farther Finance Advisors, LLC | $822,085 | 21,085 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $789,451 | 20,248 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $780,000 | 20,006 | Trimmed |
| 18 | Goldstone Financial Group, LLC | $762,093 | 19,546 | Trimmed |
| 19 | Dynamic Advisor Solutions LLC | $742,352 | 19,040 | New |
| 20 | World Investment Advisors | $410,736 | 11,585 | Hold |
| 21 | Advyzon Investment Management, LLC | $403,779 | 10,356 | New |
| 22 | BANK OF AMERICA CORP /DE/ | $282,865 | 7,255 | Added |
| 23 | Delta Investment Management, LLC | $243,916 | 6,256 | Added |
| 24 | JPMORGAN CHASE & CO | $214,320 | 5,562 | New |
| 25 | SHP Wealth Management | $79,204 | 2,031 | Trimmed |