| 1 | BANK OF AMERICA CORP /DE/ | $54.7M | 1.2M | Added |
| 2 | WealthPlan Investment Management, LLC | $11.4M | 248,058 | Added |
| 3 | Cetera Investment Advisers | $9.3M | 203,626 | Added |
| 4 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $6.8M | 149,153 | Trimmed |
| 5 | LPL Financial LLC | $6.0M | 129,939 | Added |
| 6 | MORGAN STANLEY | $4.6M | 99,749 | Added |
| 7 | Goldstone Financial Group, LLC | $2.7M | 59,327 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 54,686 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $1.9M | 40,553 | Added |
| 10 | Smartleaf Asset Management LLC | $1.9M | 40,485 | Hold |
| 11 | Atria Investments, Inc | $1.8M | 40,121 | Trimmed |
| 12 | Vestmark Advisory Solutions, Inc. | $1.7M | 37,278 | Hold |
| 13 | JPMORGAN CHASE & CO | $1.7M | 37,148 | Added |
| 14 | Millington Financial Advisors, LLC | $1.7M | 36,377 | Added |
| 15 | Barnes Wealth Management Group, Inc | $1.5M | 33,769 | Added |
| 16 | Private Advisor Group, LLC | $1.4M | 31,192 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 27,961 | Added |
| 18 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 26,706 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $1.2M | 25,339 | Added |
| 20 | Oxinas Partners Wealth Management LLC | $1.0M | 22,394 | Added |
| 21 | Vericrest Private Wealth | $1.0M | 22,141 | Added |
| 22 | WealthPLAN Partners, LLC | $987,626 | 21,559 | Added |
| 23 | Kestra Advisory Services, LLC | $954,765 | 20,842 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $799,208 | 17,446 | Added |
| 25 | Mariner, LLC | $766,500 | 16,732 | Trimmed |