| 1 | JONES FINANCIAL COMPANIES LLLP | $11.4M | 366,449 | Trimmed |
| 2 | Modern Wealth Management, LLC | $5.0M | 159,252 | Trimmed |
| 3 | Corient Private Wealth LLC | $2.3M | 72,692 | Hold |
| 4 | LPL Financial LLC | $1.8M | 56,167 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 50,071 | Added |
| 6 | DAVENPORT & Co LLC | $1.5M | 47,072 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.3M | 40,978 | Added |
| 8 | Ashton Thomas Private Wealth, LLC | $468,006 | 14,995 | Hold |
| 9 | NATIXIS ADVISORS, LLC | $431,000 | 13,825 | Added |
| 10 | EverSource Wealth Advisors, LLC | $279,711 | 8,962 | Hold |
| 11 | Cetera Investment Advisers | $274,603 | 8,798 | Hold |
| 12 | GOLDMAN SACHS GROUP INC | $265,604 | 8,510 | New |
| 13 | CITADEL ADVISORS LLC | $264,199 | 8,465 | New |
| 14 | MORGAN STANLEY | $264,043 | 8,460 | Added |
| 15 | AE Wealth Management LLC | $247,221 | 7,921 | Hold |
| 16 | Revisor Wealth Management LLC | $224,968 | 7,208 | New |
| 17 | FMR LLC | $224,629 | 7,197 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $200,300 | 6,418 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $161,478 | 5,174 | Hold |
| 20 | Global Retirement Partners, LLC | $65,305 | 2,092 | Hold |
| 21 | UBS Group AG | $54,089 | 1,733 | Added |
| 22 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $48,375 | 1,550 | Trimmed |
| 23 | Royal Bank of Canada | $48,000 | 1,547 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $37,984 | 1,217 | New |
| 25 | Capital Investment Advisory Services, LLC | $13,670 | 438 | Hold |