| 1 | LPL Financial LLC | $4.1M | 108,458 | Hold |
| 2 | Diligent Investors, LLC | $2.6M | 69,902 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $2.5M | 67,339 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 56,709 | Trimmed |
| 5 | Arkadios Wealth Advisors | $1.4M | 37,659 | Trimmed |
| 6 | Brookstone Capital Management | $1.1M | 29,333 | Added |
| 7 | Kestra Advisory Services, LLC | $812,219 | 21,720 | Trimmed |
| 8 | Cetera Investment Advisers | $761,968 | 20,376 | Added |
| 9 | Steward Partners Investment Advisory, LLC | $700,221 | 18,725 | Trimmed |
| 10 | LifeWealth Investments, LLC | $603,817 | 16,147 | Hold |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $566,572 | 15,151 | Added |
| 12 | HARBOUR INVESTMENTS, INC. | $509,806 | 13,633 | Trimmed |
| 13 | Harvest Investment Services, LLC | $480,264 | 12,843 | New |
| 14 | OneDigital Investment Advisors LLC | $449,675 | 12,025 | Hold |
| 15 | Sequent Planning LLC | $308,883 | 8,260 | Added |
| 16 | UPTICK PARTNERS, LLC | $293,700 | 7,854 | Hold |
| 17 | PFS Partners, LLC | $275,789 | 7,375 | Trimmed |
| 18 | JPMORGAN CHASE & CO | $224,665 | 6,024 | New |
| 19 | BARCLAYS PLC | $207,243 | 5,542 | Hold |
| 20 | IFP Advisors, Inc | $177,925 | 4,758 | Trimmed |
| 21 | DHJJ Financial Advisors, Ltd. | $155,564 | 4,160 | Trimmed |
| 22 | Luken Investment Analytics, LLC | $126,657 | 3,387 | Hold |
| 23 | Integrity Financial Corp /WA | $33,917 | 907 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $16,828 | 450 | New |
| 25 | CX Institutional | $11,000 | 303 | Hold |