| 1 | Foguth Wealth Management, LLC. | $11.2M | 251,149 | Added |
| 2 | Financial Engines Advisors L.L.C. | $2.1M | 43,108 | Trimmed |
| 3 | Vise Technologies, Inc. | $1.8M | 37,087 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 38,501 | Added |
| 5 | Steward Partners Investment Advisory, LLC | $1.7M | 35,802 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.5M | 31,482 | Added |
| 7 | WCG Wealth Advisors LLC | $1.0M | 21,620 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 21,432 | Hold |
| 9 | JAMES INVESTMENT RESEARCH, INC. | $643,739 | 13,375 | Added |
| 10 | Bison Wealth, LLC | $570,240 | 12,000 | Hold |
| 11 | Creative Planning | $520,574 | 10,816 | Hold |
| 12 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $507,050 | 10,535 | Added |
| 13 | Rockefeller Capital Management L.P. | $451,316 | 9,377 | Added |
| 14 | Sound Income Strategies, LLC | $303,845 | 6,313 | Hold |
| 15 | Forefront Wealth Partners, LLC | $259,736 | 5,397 | Trimmed |
| 16 | Acorn Wealth Advisors, LLC | $249,554 | 5,185 | New |
| 17 | Empower Advisory Group, LLC | $219,232 | 4,555 | New |
| 18 | Wealthspire Advisors, LLC | $211,243 | 4,389 | New |
| 19 | Farther Finance Advisors, LLC | $151,671 | 3,151 | Trimmed |
| 20 | NBC SECURITIES, INC. | $92,939 | 1,931 | Hold |
| 21 | Allianz SE | $79,222 | 1,646 | Hold |
| 22 | Arax Advisory Partners | $36,098 | 750 | New |
| 23 | HHM Wealth Advisors, LLC | $29,552 | 614 | Hold |
| 24 | Provenance Wealth Advisors, LLC | $24,450 | 508 | Hold |
| 25 | BlackRock, Inc. | $17,182 | 357 | Hold |