| 1 | Geneos Wealth Management Inc. | $12.4M | 303,333 | Trimmed |
| 2 | Lunt Capital Management, Inc. | $11.6M | 284,878 | Trimmed |
| 3 | Soltis Investment Advisors LLC | $5.1M | 124,249 | Trimmed |
| 4 | LPL Financial LLC | $4.7M | 115,164 | Trimmed |
| 5 | Summit Financial, LLC | $2.6M | 64,726 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 49,681 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $2.0M | 48,023 | Trimmed |
| 8 | GeoWealth Management, LLC | $992,293 | 24,306 | Added |
| 9 | JANE STREET GROUP, LLC | $655,240 | 16,050 | New |
| 10 | MORGAN STANLEY | $593,205 | 14,530 | Trimmed |
| 11 | Kraft, Davis & Associates, LLC | $481,403 | 12,172 | Hold |
| 12 | Atria Investments, Inc | $366,199 | 8,970 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $365,465 | 8,952 | Trimmed |
| 14 | HARBOUR INVESTMENTS, INC. | $320,018 | 7,839 | Trimmed |
| 15 | Wealth Advisory Solutions, LLC | $316,475 | 7,752 | Hold |
| 16 | STIFEL FINANCIAL CORP | $284,306 | 6,964 | Added |
| 17 | Farther Finance Advisors, LLC | $279,139 | 6,855 | Trimmed |
| 18 | United Advisor Group, LLC | $248,705 | 6,092 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $226,362 | 5,544 | Added |
| 20 | BlueChip Wealth Advisors LLC | $212,860 | 5,214 | New |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $97,915 | 2,400 | New |
| 22 | Integrated Wealth Concepts LLC | $97,490 | 2,388 | New |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,521 | 356 | New |
| 24 | Steward Partners Investment Advisory, LLC | $7,824 | 192 | Hold |
| 25 | UBS Group AG | $4,083 | 100 | Trimmed |