| 1 | LPL Financial LLC | $14.4M | 193,280 | Trimmed |
| 2 | Beta Wealth Group, Inc. | $12.9M | 173,484 | Added |
| 3 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $12.5M | 167,795 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.7M | 76,585 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $3.1M | 42,156 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $2.4M | 31,544 | Added |
| 7 | Perennial Investment Advisors, LLC | $2.1M | 28,634 | Added |
| 8 | HARBOUR INVESTMENTS, INC. | $1.6M | 21,969 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 19,843 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $1.5M | 19,508 | Trimmed |
| 11 | IFG Advisory, LLC | $1.1M | 15,216 | New |
| 12 | THOROUGHBRED FINANCIAL SERVICES, LLC | $1.1M | 14,177 | Added |
| 13 | MORGAN STANLEY | $945,804 | 12,710 | Added |
| 14 | OSAIC HOLDINGS, INC. | $798,357 | 10,729 | Added |
| 15 | Thrivent Financial for Lutherans | $632,000 | 8,498 | Added |
| 16 | CITADEL ADVISORS LLC | $377,280 | 5,070 | New |
| 17 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $374,452 | 5,032 | New |
| 18 | PRIVATE TRUST CO NA | $343,794 | 4,620 | Hold |
| 19 | NewEdge Advisors, LLC | $339,865 | 4,567 | Trimmed |
| 20 | Nvest Financial, LLC | $310,386 | 4,171 | New |
| 21 | Cooper Financial Group | $310,073 | 4,167 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $276,481 | 3,715 | New |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247,187 | 3,270 | New |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $230,461 | 3,097 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $207,962 | 2,795 | New |