| 1 | Sonoma Allocations LLC | $4.5M | 107,470 | New |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 103,601 | Added |
| 3 | OSAIC HOLDINGS, INC. | $1.3M | 40,034 | Added |
| 4 | TRUIST FINANCIAL CORP | $1.2M | 37,548 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $1.0M | 32,371 | Trimmed |
| 6 | Southland Equity Partners LLC | $1.0M | 32,299 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $928,023 | 29,692 | Added |
| 8 | Cetera Investment Advisers | $906,020 | 28,988 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $851,136 | 27,232 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $845,510 | 27,052 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $811,040 | 25,949 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $768,000 | 24,575 | Trimmed |
| 13 | Diligent Investors, LLC | $717,459 | 22,955 | Trimmed |
| 14 | CORRADO ADVISORS, LLC | $666,764 | 21,333 | Trimmed |
| 15 | Phoenix Financial Ltd. | $560,808 | 17,965 | Hold |
| 16 | RAYMOND JAMES FINANCIAL INC | $540,524 | 17,294 | Trimmed |
| 17 | Fortune Financial Group, Inc. | $359,432 | 11,500 | Hold |
| 18 | Focus Financial Network, Inc. | $350,212 | 11,205 | Trimmed |
| 19 | LaSalle St. Investment Advisors, LLC | $338,585 | 10,833 | Trimmed |
| 20 | TopTier Wealth Management, LLC | $318,832 | 10,201 | Hold |
| 21 | Advisory Alpha, LLC | $308,706 | 9,877 | Hold |
| 22 | HighTower Advisors, LLC | $304,080 | 9,729 | Hold |
| 23 | MML INVESTORS SERVICES, LLC | $300,954 | 9,629 | Trimmed |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $297,048 | 9,504 | Hold |
| 25 | Liberty Atlantic Advisors LLC | $294,860 | 9,434 | Hold |