| 1 | Allianz SE | $15.2M | 503,347 | Added |
| 2 | Discipline Wealth Solutions, LLC | $6.6M | 220,084 | Added |
| 3 | RFG Advisory, LLC | $6.4M | 213,359 | Added |
| 4 | STEPHENS INC /AR/ | $6.0M | 200,115 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $4.3M | 142,663 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 118,730 | Trimmed |
| 7 | USA FINANCIAL FORMULAS | $2.4M | 78,383 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 75,132 | Added |
| 9 | ARS Wealth Advisors Group, LLC | $1.6M | 53,034 | Hold |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.2M | 40,158 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 36,601 | Trimmed |
| 12 | Cetera Investment Advisers | $808,358 | 26,829 | Added |
| 13 | Arax Advisory Partners | $733,215 | 24,335 | Added |
| 14 | Savant Capital, LLC | $669,640 | 22,225 | Trimmed |
| 15 | Transcendent Capital Group LLC | $387,472 | 12,860 | Trimmed |
| 16 | MML INVESTORS SERVICES, LLC | $379,698 | 12,602 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $364,061 | 12,083 | New |
| 18 | Farther Finance Advisors, LLC | $282,077 | 9,362 | New |
| 19 | Stratos Wealth Advisors, LLC | $277,799 | 9,220 | Hold |
| 20 | Grantvest Financial Group LLC | $254,508 | 8,447 | Hold |
| 21 | NBZ Investment Advisors LLC | $253,544 | 8,415 | Hold |
| 22 | Creative Planning | $241,914 | 8,029 | Hold |
| 23 | Southland Equity Partners LLC | $237,575 | 7,885 | Hold |
| 24 | Visionary Wealth Advisors | $236,943 | 7,864 | Hold |
| 25 | CENTAURUS FINANCIAL, INC. | $200,000 | 6,625 | Hold |