| 1 | Csenge Advisory Group | $30.9M | 846,862 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $5.4M | 147,776 | Added |
| 3 | LPL Financial LLC | $3.2M | 86,626 | Trimmed |
| 4 | GOLDMAN SACHS GROUP INC | $1.4M | 39,279 | Trimmed |
| 5 | Nilsine Partners, LLC | $1.4M | 38,576 | Added |
| 6 | Balefire, LLC | $1.4M | 38,328 | Added |
| 7 | MORGAN STANLEY | $1.4M | 37,631 | Trimmed |
| 8 | Prospera Financial Services Inc | $1.0M | 28,660 | Trimmed |
| 9 | Sanctuary Advisors, LLC | $1.0M | 27,824 | Hold |
| 10 | Warner Group LLC | $767,800 | 21,010 | Added |
| 11 | Royal Bank of Canada | $656,000 | 17,942 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $634,000 | 17,345 | Trimmed |
| 13 | Cetera Investment Advisers | $629,248 | 17,218 | Trimmed |
| 14 | Sigma Planning Corp | $584,316 | 15,989 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $513,858 | 14,061 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $505,087 | 13,821 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $401,446 | 10,985 | Hold |
| 18 | FIFTH THIRD BANCORP | $361,612 | 9,895 | Hold |
| 19 | MTM Investment Management, LLC | $358,871 | 9,820 | Trimmed |
| 20 | Allworth Financial LP | $336,871 | 9,218 | Hold |
| 21 | Park Square Financial Group, LLC | $336,070 | 9,196 | Added |
| 22 | Global Retirement Partners, LLC | $279,788 | 7,656 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $275,340 | 7,534 | Added |
| 24 | TWO SIGMA INVESTMENTS, LP | $269,994 | 7,388 | Trimmed |
| 25 | Koshinski Asset Management, Inc. | $263,123 | 7,200 | New |