| 1 | Maltin Wealth Management, Inc. | $10.1M | 437,348 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 283,275 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 216,453 | Added |
| 4 | TRUIST FINANCIAL CORP | $2.9M | 126,536 | Added |
| 5 | Maia Wealth LLC | $2.1M | 91,325 | Trimmed |
| 6 | Noble Wealth Management PBC | $1.6M | 68,893 | Trimmed |
| 7 | Cetera Investment Advisers | $1.5M | 66,840 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $795,920 | 34,381 | Trimmed |
| 9 | Brookstone Capital Management | $794,346 | 34,313 | Added |
| 10 | SECURED RETIREMENT ADVISORS, LLC | $650,446 | 28,097 | Trimmed |
| 11 | Avidian Wealth Enterprises, LLC | $490,363 | 21,182 | Hold |
| 12 | JANE STREET GROUP, LLC | $431,308 | 18,631 | New |
| 13 | Capital Analysts, LLC | $399,000 | 17,199 | Hold |
| 14 | Cambridge Investment Research Advisors, Inc. | $345,000 | 14,891 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $288,000 | 12,425 | Hold |
| 16 | OLD MISSION CAPITAL LLC | $250,807 | 10,834 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $229,995 | 9,935 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $130,866 | 5,653 | Hold |
| 19 | HARBOUR INVESTMENTS, INC. | $78,641 | 3,397 | Trimmed |
| 20 | GHP Investment Advisors, Inc. | $32,873 | 1,420 | Hold |
| 21 | DHJJ Financial Advisors, Ltd. | $30,350 | 1,311 | Hold |
| 22 | Strive Financial Group ,LLC | $5,811 | 251 | Hold |
| 23 | CITADEL ADVISORS LLC | $0 | 0 | Exited |