| 1 | Simplify Asset Management Inc. | $80.4M | 1.6M | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 35,143 | Trimmed |
| 3 | OLD MISSION CAPITAL LLC | $1.2M | 25,181 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 22,148 | Added |
| 5 | JPMORGAN CHASE & CO | $467,806 | 9,602 | Added |
| 6 | Elevated Capital Advisors, LLC | $294,869 | 5,995 | Trimmed |
| 7 | MML INVESTORS SERVICES, LLC | $287,265 | 5,840 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $211,686 | 4,304 | New |
| 9 | GOLDMAN SACHS GROUP INC | $204,134 | 4,150 | New |
| 10 | IFG Advisory, LLC | $72,800 | 1,480 | New |
| 11 | AE Wealth Management LLC | $62,398 | 1,268 | Trimmed |
| 12 | UBS Group AG | $36,744 | 747 | New |
| 13 | OSAIC HOLDINGS, INC. | $8,459 | 172 | Trimmed |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLC | $3,067 | 62 | New |
| 15 | Lloyd Advisory Services, LLC. | $2,224 | 45 | Trimmed |
| 16 | Noble Wealth Management PBC | $885 | 18 | Hold |
| 17 | Networth Advisors, LLC | $199 | 4 | Trimmed |
| 18 | MORGAN STANLEY | $85 | 1 | Hold |
| 19 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 20 | Kingdom Financial Group LLC. | $0 | 0 | Exited |
| 21 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 22 | HANTZ FINANCIAL SERVICES, INC. | $0 | 0 | Exited |
| 23 | HOWARD BAILEY SECURITIES, LLC | $0 | 0 | Exited |
| 24 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |