| 1 | Trilogy Capital Inc. | $70.5M | 1.8M | Trimmed |
| 2 | LPL Financial LLC | $12.0M | 310,063 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $8.2M | 211,446 | Added |
| 4 | Tidemark, LLC | $6.4M | 164,478 | Trimmed |
| 5 | JPMORGAN CHASE & CO | $4.9M | 128,487 | Added |
| 6 | Welch Financial Planning, LLC | $4.7M | 120,873 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $2.7M | 70,749 | Trimmed |
| 8 | GREENWOOD CAPITAL ASSOCIATES LLC | $1.7M | 44,361 | Added |
| 9 | STIFEL FINANCIAL CORP | $1.2M | 30,624 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $1.1M | 29,291 | Added |
| 11 | United Advisor Group, LLC | $1.1M | 28,138 | Added |
| 12 | OLD MISSION CAPITAL LLC | $934,051 | 24,179 | Trimmed |
| 13 | Stratos Wealth Partners, LTD. | $718,570 | 18,601 | Added |
| 14 | Baird Financial Group, Inc. | $406,936 | 10,534 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $374,370 | 9,691 | Trimmed |
| 16 | Cetera Investment Advisers | $253,925 | 6,573 | New |
| 17 | Unified Investment Management | $229,969 | 5,953 | New |
| 18 | MARATHON CAPITAL MANAGEMENT | $225,908 | 5,848 | New |
| 19 | WELLS FARGO & COMPANY/MN | $217,352 | 5,626 | Trimmed |
| 20 | Cheviot Value Management, LLC | $177,933 | 4,606 | Hold |
| 21 | IFP Advisors, Inc | $88,619 | 2,294 | Hold |
| 22 | Glass Jacobson Investment Advisors llc | $26,626 | 689 | Trimmed |
| 23 | Princeton Global Asset Management LLC | $16,032 | 415 | Hold |
| 24 | Signature Resources Capital Management, LLC | $8,692 | 225 | Hold |
| 25 | Cape Investment Advisory, Inc. | $7,726 | 200 | New |