| 1 | Prime Capital Investment Advisors, LLC | $17.3M | 357,636 | Added |
| 2 | LPL Financial LLC | $6.8M | 140,532 | Trimmed |
| 3 | JPMORGAN CHASE & CO | $3.8M | 79,080 | Trimmed |
| 4 | INVENIO WEALTH PARTNERS LLC | $3.6M | 73,862 | Trimmed |
| 5 | WT Wealth Management | $2.1M | 44,131 | Added |
| 6 | Smartleaf Asset Management LLC | $2.0M | 41,304 | Hold |
| 7 | JT Stratford LLC | $1.9M | 40,112 | Added |
| 8 | JANE STREET GROUP, LLC | $1.3M | 26,827 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.3M | 26,230 | Trimmed |
| 10 | WealthPoint Financial, LLC | $732,237 | 15,152 | Added |
| 11 | NewSquare Capital LLC | $713,680 | 14,768 | Added |
| 12 | Concurrent Investment Advisors, LLC | $432,315 | 8,946 | Trimmed |
| 13 | W.H. Cornerstone Investments Inc. | $403,028 | 8,340 | New |
| 14 | FLOW TRADERS U.S. LLC | $310,000 | 6,414 | New |
| 15 | RFG Advisory, LLC | $304,399 | 6,299 | Added |
| 16 | Team Financial Group, LLC | $299,380 | 6,195 | Trimmed |
| 17 | Bank of New York Mellon Corp | $257,395 | 5,326 | Added |
| 18 | Beacon Financial Advisory LLC | $256,902 | 5,316 | Trimmed |
| 19 | HARBOUR INVESTMENTS, INC. | $152,179 | 3,149 | Added |
| 20 | Global Retirement Partners, LLC | $101,176 | 2,094 | Trimmed |
| 21 | CoreCap Advisors, LLC | $36,728 | 760 | Hold |
| 22 | NBC SECURITIES, INC. | $24,742 | 512 | Hold |
| 23 | Covestor Ltd | $13,000 | 279 | Added |
| 24 | Institute for Wealth Management, LLC. | $4,833 | 100 | New |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,156 | 86 | Hold |