| 1 | LPL Financial LLC | $10.2M | 230,454 | Added |
| 2 | IHT Wealth Management, LLC | $8.3M | 188,851 | Added |
| 3 | Vericrest Private Wealth | $6.6M | 148,948 | Added |
| 4 | Atria Investments, Inc | $4.2M | 96,208 | Trimmed |
| 5 | NBC SECURITIES, INC. | $3.1M | 69,216 | Added |
| 6 | Oxinas Partners Wealth Management LLC | $2.3M | 51,000 | Added |
| 7 | RFG Advisory, LLC | $2.1M | 46,473 | Added |
| 8 | WealthPoint Financial, LLC | $1.9M | 43,951 | Added |
| 9 | Mariner, LLC | $1.9M | 42,006 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.7M | 38,611 | Added |
| 11 | HARBOUR INVESTMENTS, INC. | $1.4M | 32,807 | Added |
| 12 | Concurrent Investment Advisors, LLC | $1.1M | 25,415 | Trimmed |
| 13 | W.H. Cornerstone Investments Inc. | $1.1M | 24,500 | New |
| 14 | Bison Wealth, LLC | $891,535 | 20,219 | Trimmed |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $857,410 | 19,414 | Added |
| 16 | Private Advisor Group, LLC | $798,183 | 18,073 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $726,949 | 16,460 | Added |
| 18 | Vestmark Advisory Solutions, Inc. | $700,977 | 15,872 | Hold |
| 19 | Empirical Asset Management, LLC | $694,960 | 15,736 | Added |
| 20 | JANE STREET GROUP, LLC | $440,496 | 9,974 | Trimmed |
| 21 | EJMK Ventures LLC | $398,672 | 9,027 | Trimmed |
| 22 | Cetera Investment Advisers | $396,295 | 8,973 | Trimmed |
| 23 | PSI Advisors, LLC | $317,145 | 7,181 | Trimmed |
| 24 | Bank of New York Mellon Corp | $301,905 | 6,836 | Added |
| 25 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $299,034 | 6,771 | Hold |