| 1 | LPL Financial LLC | $28.3M | 692,966 | Added |
| 2 | SimpliFi, Inc. | $13.4M | 329,152 | Trimmed |
| 3 | Cetera Investment Advisers | $10.1M | 247,113 | Added |
| 4 | One Capital Management, LLC | $5.4M | 163,381 | Hold |
| 5 | HighTower Advisors, LLC | $5.1M | 125,346 | Added |
| 6 | Royal Bank of Canada | $4.3M | 104,084 | Trimmed |
| 7 | Occidental Asset Management, LLC | $3.4M | 82,855 | Trimmed |
| 8 | NATIONAL BANK OF CANADA /FI/ | $3.2M | 79,044 | Added |
| 9 | OSAIC HOLDINGS, INC. | $2.8M | 67,766 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.1M | 51,407 | Added |
| 11 | Hobbs Group Advisors, LLC | $2.1M | 51,387 | Added |
| 12 | Noble Wealth Management PBC | $1.8M | 44,589 | Added |
| 13 | Lido Advisors, LLC | $1.7M | 42,807 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $1.7M | 42,449 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 41,929 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $1.6M | 38,361 | Trimmed |
| 17 | MORGAN STANLEY | $1.4M | 34,099 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.1M | 27,422 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $983,178 | 24,068 | Added |
| 20 | Capital Advisors, Ltd. LLC | $880,000 | 21,532 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $772,807 | 18,918 | Added |
| 22 | JANE STREET GROUP, LLC | $763,527 | 18,691 | Trimmed |
| 23 | Great Waters Wealth Management | $680,226 | 16,652 | Trimmed |
| 24 | Orgel Wealth Management, LLC | $595,185 | 14,570 | Added |
| 25 | United Advisor Group, LLC | $572,431 | 14,013 | Trimmed |