| 1 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $22.0M | 798,972 | Trimmed |
| 2 | Luken Investment Analytics, LLC | $15.9M | 576,492 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 273,185 | Trimmed |
| 4 | Cetera Investment Advisers | $6.7M | 242,756 | Trimmed |
| 5 | US BANCORP \DE\ | $4.6M | 167,620 | Trimmed |
| 6 | LPL Financial LLC | $4.0M | 146,895 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.2M | 117,565 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 104,579 | New |
| 9 | OSAIC HOLDINGS, INC. | $2.0M | 71,930 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 64,885 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.4M | 51,129 | Added |
| 12 | Corient Private Wealth LLC | $1.2M | 42,386 | Hold |
| 13 | 1776 Wealth LLC | $1.1M | 40,304 | Hold |
| 14 | NorthCrest Asset Manangement, LLC | $1.1M | 38,300 | Hold |
| 15 | OLD MISSION CAPITAL LLC | $903,032 | 32,784 | Added |
| 16 | Kestra Advisory Services, LLC | $746,219 | 27,091 | Trimmed |
| 17 | HARBOUR INVESTMENTS, INC. | $728,838 | 26,460 | Trimmed |
| 18 | BFI Wealth Solutions, LLC | $628,989 | 22,835 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $533,545 | 19,370 | New |
| 20 | Mission Financial Group, LLC | $519,151 | 18,847 | Trimmed |
| 21 | DHJJ Financial Advisors, Ltd. | $505,394 | 18,348 | Trimmed |
| 22 | PARK AVENUE SECURITIES LLC | $489,000 | 17,745 | Hold |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $486,167 | 17,650 | Hold |
| 24 | GOLDMAN SACHS GROUP INC | $434,411 | 15,771 | New |
| 25 | Avidian Wealth Enterprises, LLC | $423,393 | 15,371 | Hold |