| 1 | Private Advisor Group, LLC | $24.9M | 850,926 | Added |
| 2 | LPL Financial LLC | $21.8M | 743,888 | Added |
| 3 | Ball & Co Wealth Management Inc. | $11.0M | 373,902 | Hold |
| 4 | Brookwood Investment Group LLC | $6.7M | 229,417 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 214,730 | Trimmed |
| 6 | Cetera Investment Advisers | $6.2M | 210,196 | Trimmed |
| 7 | Sound Financial Strategies Group, LLC | $3.3M | 110,977 | Hold |
| 8 | Stratos Wealth Advisors, LLC | $1.3M | 43,463 | Added |
| 9 | Summit Financial, LLC | $752,092 | 25,672 | Added |
| 10 | JANE STREET GROUP, LLC | $568,200 | 19,395 | Added |
| 11 | Reyes Financial Architecture, Inc. | $554,548 | 18,929 | New |
| 12 | PRIVATE TRUST CO NA | $440,000 | 15,019 | Added |
| 13 | TRUIST FINANCIAL CORP | $392,619 | 13,402 | Trimmed |
| 14 | Belpointe Asset Management LLC | $378,214 | 12,910 | New |
| 15 | Centric Wealth Management | $303,493 | 10,692 | Hold |
| 16 | HighTower Advisors, LLC | $275,091 | 9,390 | Added |
| 17 | &PARTNERS | $212,895 | 7,267 | New |
| 18 | OSAIC HOLDINGS, INC. | $131,850 | 4,500 | Hold |
| 19 | Realta Investment Advisors | $49,804 | 1,700 | New |
| 20 | DHJJ Financial Advisors, Ltd. | $967 | 33 | Hold |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 22 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | Golden State Equity Partners | $0 | 0 | Exited |
| 25 | Global Wealth Strategies & Associates | $0 | 0 | Exited |