| 1 | RAYMOND JAMES FINANCIAL INC | $3.1M | 95,381 | Added |
| 2 | WMS Group LLC | $1.9M | 59,118 | Trimmed |
| 3 | TWO SIGMA INVESTMENTS, LP | $1.7M | 51,400 | Hold |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 49,951 | Trimmed |
| 5 | Independent Advisor Alliance | $969,232 | 29,676 | Added |
| 6 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $832,009 | 29,300 | Hold |
| 7 | Advisory Services Network, LLC | $710,638 | 21,759 | Added |
| 8 | Churchill Financial Advisors, LLC | $663,847 | 20,326 | New |
| 9 | Orion Porfolio Solutions, LLC | $646,333 | 19,790 | Added |
| 10 | Clearstead Advisors, LLC | $634,959 | 19,441 | Trimmed |
| 11 | LPL Financial LLC | $521,254 | 15,960 | Trimmed |
| 12 | Tower Research Capital LLC (TRC) | $496,236 | 15,194 | Trimmed |
| 13 | Concurrent Investment Advisors, LLC | $463,849 | 14,202 | Trimmed |
| 14 | RAFFA WEALTH MANAGEMENT, LLC | $410,536 | 12,570 | Hold |
| 15 | Beckerman Institutional, LLC | $374,138 | 11,456 | Added |
| 16 | OSAIC HOLDINGS, INC. | $346,564 | 10,611 | Added |
| 17 | CreativeOne Wealth, LLC | $289,470 | 8,863 | Added |
| 18 | Ignite Planners, LLC | $260,267 | 7,954 | Added |
| 19 | Breakwater Capital Group | $230,678 | 7,063 | Added |
| 20 | Lauer Wealth, LLC | $201,252 | 6,200 | New |
| 21 | Royal Bank of Canada | $43,000 | 1,306 | Hold |
| 22 | Signature Equity Partners, LLC | $21,345 | 654 | Added |
| 23 | Princeton Global Asset Management LLC | $19,617 | 601 | Added |
| 24 | MORGAN STANLEY | $18,001 | 551 | Hold |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $16,330 | 500 | New |