| 1 | LPL Financial LLC | $4.2M | 33,174 | Trimmed |
| 2 | MORGAN STANLEY | $2.9M | 22,706 | Added |
| 3 | NewEdge Advisors, LLC | $2.8M | 22,269 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $2.0M | 16,070 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 10,313 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.1M | 9,053 | New |
| 7 | MAI Capital Management | $972,091 | 7,725 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $825,000 | 6,552 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $763,811 | 6,070 | Trimmed |
| 10 | Maltin Wealth Management, Inc. | $696,653 | 5,536 | Added |
| 11 | Trueblood Wealth Management, LLC | $575,119 | 4,570 | Added |
| 12 | TWO SIGMA INVESTMENTS, LP | $528,515 | 4,200 | New |
| 13 | PACIFIC SUN FINANCIAL CORP | $445,463 | 3,540 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $423,819 | 3,368 | Trimmed |
| 15 | Tower Research Capital LLC (TRC) | $370,841 | 2,947 | Trimmed |
| 16 | Octavia Wealth Advisors, LLC | $333,200 | 2,648 | Trimmed |
| 17 | Arax Advisory Partners | $317,268 | 2,521 | Trimmed |
| 18 | Genesee Capital Advisors, LLC | $302,889 | 2,407 | Hold |
| 19 | JONES FINANCIAL COMPANIES LLLP | $282,804 | 2,240 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $281,100 | 2,234 | Added |
| 21 | OSAIC HOLDINGS, INC. | $279,996 | 2,224 | Trimmed |
| 22 | Cetera Investment Advisers | $272,284 | 2,164 | Added |
| 23 | Mason Investment Advisory Services, Inc. | $240,613 | 1,912 | Trimmed |
| 24 | PDS Planning, Inc | $123,698 | 983 | Hold |
| 25 | AE Wealth Management LLC | $96,643 | 768 | Hold |