| 1 | Kestra Advisory Services, LLC | $14.1M | 296,823 | Trimmed |
| 2 | Cetera Investment Advisers | $13.5M | 286,465 | Added |
| 3 | OneDigital Investment Advisors LLC | $12.6M | 267,285 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 207,566 | Trimmed |
| 5 | Salus Financial Advisors, LLC | $7.9M | 166,697 | Added |
| 6 | RWA WEALTH PARTNERS, LLC | $6.9M | 146,642 | Added |
| 7 | One Capital Management, LLC | $5.4M | 113,740 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 87,499 | Trimmed |
| 9 | Lakeshore Capital Group, Inc. | $3.6M | 76,351 | Trimmed |
| 10 | MORGAN STANLEY | $3.4M | 72,002 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $3.2M | 67,981 | Added |
| 12 | LPL Financial LLC | $3.2M | 67,091 | Trimmed |
| 13 | BANK OF AMERICA CORP /DE/ | $2.7M | 57,531 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.6M | 55,980 | Trimmed |
| 15 | Millington Financial Advisors, LLC | $2.4M | 52,113 | Added |
| 16 | OSAIC HOLDINGS, INC. | $2.4M | 50,890 | Added |
| 17 | ISLAY CAPITAL MANAGEMENT, LLC | $2.2M | 47,166 | Added |
| 18 | ARWA LLC | $2.2M | 46,022 | Added |
| 19 | Valmark Advisers, Inc. | $1.9M | 39,604 | Added |
| 20 | JANE STREET GROUP, LLC | $1.7M | 35,585 | Trimmed |
| 21 | Stratos Wealth Partners, LTD. | $1.6M | 34,148 | Added |
| 22 | CITADEL ADVISORS LLC | $1.3M | 27,313 | Trimmed |
| 23 | UBS Group AG | $1.3M | 26,867 | Added |
| 24 | Cullen/Frost Bankers, Inc. | $1.3M | 26,693 | Added |
| 25 | &PARTNERS | $1.1M | 22,847 | Trimmed |