| 1 | Redwood Investment Management, LLC | $27.2M | 609,585 | Trimmed |
| 2 | LPL Financial LLC | $17.6M | 394,779 | Trimmed |
| 3 | Cetera Investment Advisers | $3.2M | 71,491 | Added |
| 4 | OLD MISSION CAPITAL LLC | $2.2M | 49,529 | Trimmed |
| 5 | Private Advisor Group, LLC | $1.3M | 30,090 | Trimmed |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $844,510 | 18,894 | Added |
| 7 | IHT Wealth Management, LLC | $832,910 | 18,635 | Trimmed |
| 8 | Coppell Advisory Solutions LLC | $642,242 | 14,347 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $496,000 | 11,101 | Added |
| 10 | VestGen Advisors, LLC | $261,652 | 5,854 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $246,143 | 5,507 | Trimmed |
| 12 | Steward Partners Investment Advisory, LLC | $56,675 | 1,268 | New |
| 13 | HARBOUR INVESTMENTS, INC. | $49,747 | 1,113 | Trimmed |
| 14 | Spire Wealth Management | $29,343 | 656 | Trimmed |
| 15 | Global Retirement Partners, LLC | $28,919 | 647 | New |
| 16 | OSAIC HOLDINGS, INC. | $21,806 | 487 | Added |
| 17 | JPMORGAN CHASE & CO | $18,085 | 404 | Hold |
| 18 | Integrated Wealth Concepts LLC | $6,436 | 144 | New |
| 19 | Signature Equity Partners, LLC | $1,252 | 28 | Hold |
| 20 | Comprehensive Financial Planning, Inc./PA | $983 | 22 | Hold |
| 21 | AE Wealth Management LLC | $33 | 1 | Hold |
| 22 | Allworth Financial LP | $0 | 0 | Exited |
| 23 | IFP Advisors, Inc | $0 | 0 | Exited |
| 24 | UBS Group AG | $0 | 0 | Exited |