| 1 | Foundations Investment Advisors, LLC | $11.7M | 294,832 | Added |
| 2 | OxenFree Capital LLC | $11.2M | 284,199 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $2.4M | 59,362 | New |
| 4 | StoneX Group Inc. | $2.0M | 49,791 | Added |
| 5 | GTS SECURITIES LLC | $1.2M | 30,668 | New |
| 6 | UPTICK PARTNERS, LLC | $1.2M | 29,576 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $611,378 | 15,367 | Trimmed |
| 8 | GWN SECURITIES INC. | $542,933 | 13,646 | Added |
| 9 | Venture Visionary Partners LLC | $496,887 | 12,489 | Hold |
| 10 | PDS Planning, Inc | $471,525 | 11,852 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $438,630 | 11,025 | Trimmed |
| 12 | CAPTRUST FINANCIAL ADVISORS | $336,033 | 8,446 | Hold |
| 13 | Betterment LLC | $316,000 | 7,950 | Added |
| 14 | Advyzon Investment Management, LLC | $310,251 | 7,798 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $303,000 | 7,605 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $278,110 | 6,989 | Added |
| 17 | World Investment Advisors | $248,471 | 7,000 | Hold |
| 18 | Cetera Investment Advisers | $220,427 | 5,540 | New |
| 19 | Parallel Advisors, LLC | $159,144 | 4,000 | Hold |
| 20 | JONES FINANCIAL COMPANIES LLLP | $113,554 | 2,897 | New |
| 21 | WELLS FARGO & COMPANY/MN | $77,455 | 1,947 | Added |
| 22 | HAZLETT, BURT & WATSON, INC. | $64,000 | 1,615 | Hold |
| 23 | Aptus Capital Advisors, LLC | $53,910 | 1,355 | Hold |
| 24 | Colonial Trust Advisors | $29,442 | 740 | Hold |
| 25 | JNBA Financial Advisors | $23,395 | 588 | Hold |