| 1 | STEPHENS INC /AR/ | $3.1M | 100,920 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 81,607 | New |
| 3 | HARBOUR INVESTMENTS, INC. | $2.4M | 80,243 | Trimmed |
| 4 | Advisory Resource Group | $2.1M | 68,886 | Hold |
| 5 | Accel Wealth Management | $1.5M | 47,889 | Added |
| 6 | OneDigital Investment Advisors LLC | $831,836 | 27,377 | New |
| 7 | UPTICK PARTNERS, LLC | $806,520 | 26,543 | Added |
| 8 | Cetera Investment Advisers | $751,384 | 24,729 | Trimmed |
| 9 | Mariner, LLC | $749,233 | 24,658 | Hold |
| 10 | Kestra Advisory Services, LLC | $672,568 | 22,135 | Trimmed |
| 11 | Rockefeller Capital Management L.P. | $591,809 | 19,477 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $446,930 | 14,709 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $442,618 | 14,567 | Added |
| 14 | Focus Financial Network, Inc. | $411,593 | 13,546 | Added |
| 15 | Sequent Planning LLC | $395,818 | 13,027 | Trimmed |
| 16 | QTR Family Wealth, LLC | $315,329 | 10,378 | Hold |
| 17 | FSB PREMIER WEALTH MANAGEMENT, INC. | $289,575 | 9,530 | Added |
| 18 | WORLD EQUITY GROUP, INC. | $272,430 | 8,966 | Trimmed |
| 19 | Triad Wealth Partners, LLC | $253,570 | 8,373 | Trimmed |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | $252,712 | 8,317 | Trimmed |
| 21 | LVZ, Inc. | $251,831 | 8,288 | Hold |
| 22 | SUMMIT WEALTH GROUP LLC / CO | $227,918 | 7,501 | Hold |
| 23 | Keystone Wealth Services, LLC | $221,201 | 7,280 | Added |
| 24 | OSAIC HOLDINGS, INC. | $34,973 | 1,151 | Hold |
| 25 | BARCLAYS PLC | $30,324 | 998 | Added |