| 1 | Maltin Wealth Management, Inc. | $8.8M | 308,827 | Added |
| 2 | Cresset Asset Management, LLC | $7.4M | 260,777 | Trimmed |
| 3 | SageView Advisory Group, LLC | $6.1M | 214,228 | Trimmed |
| 4 | Creative Planning | $6.1M | 214,228 | Trimmed |
| 5 | BLAIR WILLIAM & CO/IL | $4.9M | 174,047 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 119,382 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.2M | 75,855 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 67,364 | Added |
| 9 | Cetera Investment Advisers | $1.7M | 60,381 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $1.6M | 57,368 | Added |
| 11 | Procyon Advisors, LLC | $1.5M | 51,354 | Trimmed |
| 12 | Outlook Wealth Advisors, LLC | $1.4M | 49,700 | Added |
| 13 | OLD MISSION CAPITAL LLC | $1.4M | 48,527 | Added |
| 14 | Kestra Advisory Services, LLC | $1.1M | 38,763 | Trimmed |
| 15 | Berkshire Money Management, Inc. | $1.1M | 37,421 | Trimmed |
| 16 | First Commonwealth Financial Corp /PA/ | $1.0M | 35,950 | Hold |
| 17 | Merit Financial Group, LLC | $921,896 | 32,484 | Trimmed |
| 18 | Sigma Planning Corp | $859,857 | 30,298 | Trimmed |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $834,117 | 29,391 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $771,198 | 27,174 | Trimmed |
| 21 | TopTier Wealth Management, LLC | $664,745 | 23,423 | Trimmed |
| 22 | LPL Financial LLC | $642,864 | 22,652 | Added |
| 23 | JANE STREET GROUP, LLC | $634,378 | 22,353 | New |
| 24 | Weaver Consulting Group | $629,257 | 22,173 | Trimmed |
| 25 | Miller Financial Services LLC | $572,198 | 20,162 | Added |