| 1 | Blueprint Investment Partners LLC | $16.5M | 295,550 | Added |
| 2 | Blueprint Financial Advisors LLC | $16.5M | 295,550 | Added |
| 3 | LPL Financial LLC | $11.2M | 200,905 | Added |
| 4 | Solano Wealth Investment Advisors LLC | $1.5M | 27,031 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.0M | 17,943 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $871,225 | 15,574 | New |
| 7 | Strategic Blueprint, LLC | $730,198 | 13,053 | Added |
| 8 | Private Advisor Group, LLC | $713,890 | 12,761 | Trimmed |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $591,531 | 10,574 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $536,418 | 9,589 | Trimmed |
| 11 | Gateway Wealth Partners, LLC | $448,824 | 8,023 | Trimmed |
| 12 | ATLas Financial Planning LLC | $430,802 | 7,701 | Trimmed |
| 13 | HARBOUR INVESTMENTS, INC. | $422,990 | 7,561 | Added |
| 14 | CITADEL ADVISORS LLC | $349,911 | 6,255 | New |
| 15 | NORTHWEST WEALTH MANAGEMENT, LLC | $321,420 | 5,746 | Added |
| 16 | Focus Partners Advisor Solutions, LLC | $321,420 | 5,745 | Added |
| 17 | Mariner, LLC | $270,843 | 4,842 | Hold |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $255,520 | 4,568 | Trimmed |
| 19 | Golden Bell Financial Planning LLC | $242,784 | 4,340 | Trimmed |
| 20 | Advisors Preferred, LLC | $227,177 | 4,072 | New |
| 21 | Wagner Wealth Management, LLC | $99,000 | 1,770 | Added |
| 22 | Capital Investment Advisory Services, LLC | $87,324 | 1,561 | New |
| 23 | Rockefeller Capital Management L.P. | $70,960 | 1,268 | Hold |
| 24 | OSAIC HOLDINGS, INC. | $50,457 | 902 | Hold |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,464 | 80 | Added |