| 1 | GOLDMAN SACHS GROUP INC | $20.9M | 465,034 | Trimmed |
| 2 | LPL Financial LLC | $10.0M | 222,268 | Trimmed |
| 3 | NewEdge Advisors, LLC | $7.2M | 160,166 | Added |
| 4 | OSAIC HOLDINGS, INC. | $6.1M | 136,541 | Added |
| 5 | JANE STREET GROUP, LLC | $5.0M | 111,196 | Trimmed |
| 6 | Advisory Services Network, LLC | $4.6M | 102,206 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $3.0M | 66,145 | Trimmed |
| 8 | Regal Investment Advisors LLC | $2.5M | 55,939 | Added |
| 9 | MORGAN STANLEY | $2.4M | 54,506 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $2.3M | 51,289 | New |
| 11 | Gladstone Institutional Advisory LLC | $1.7M | 37,346 | Added |
| 12 | Sanctuary Advisors, LLC | $1.6M | 36,771 | Added |
| 13 | SAGE RHINO CAPITAL LLC | $1.3M | 29,761 | Added |
| 14 | Avidian Wealth Enterprises, LLC | $953,349 | 21,252 | Added |
| 15 | ATWOOD & PALMER INC | $811,733 | 18,095 | Trimmed |
| 16 | Advyzon Investment Management, LLC | $430,831 | 9,604 | New |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $426,112 | 9,499 | Added |
| 18 | CROSSPOINT FINANCIAL, LLC | $401,941 | 8,960 | New |
| 19 | Sovereign Financial Group, Inc. | $382,031 | 8,516 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $331,920 | 7,399 | Trimmed |
| 21 | Integrated Wealth Concepts LLC | $310,475 | 6,921 | Added |
| 22 | Chicago Partners Investment Group LLC | $298,287 | 6,712 | Added |
| 23 | Wealth Management Associates, Inc. | $269,157 | 6,000 | New |
| 24 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $258,480 | 5,762 | Trimmed |
| 25 | Ducere Wealth Management LLC | $246,727 | 5,500 | Hold |