| 1 | ENVESTNET ASSET MANAGEMENT INC | $124.8M | 5.0M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $76.9M | 3.1M | Trimmed |
| 3 | LPL Financial LLC | $11.3M | 452,184 | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $10.3M | 411,841 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $4.9M | 195,719 | New |
| 6 | MML INVESTORS SERVICES, LLC | $4.5M | 182,239 | Added |
| 7 | &PARTNERS | $4.1M | 165,646 | Added |
| 8 | B. Riley Wealth Advisors, Inc. | $2.3M | 93,857 | Trimmed |
| 9 | Cetera Investment Advisers | $2.0M | 80,366 | Added |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $1.1M | 42,994 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $342,240 | 13,750 | Trimmed |
| 12 | RESOLUTE WEALTH ADVISOR, INC. | $311,554 | 12,517 | New |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285,667 | 11,477 | Trimmed |
| 14 | Financial Sense Advisors, Inc. | $282,581 | 11,353 | Added |
| 15 | Allworth Financial LP | $279,669 | 11,236 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $220,014 | 8,839 | Trimmed |
| 17 | Spire Wealth Management | $158,776 | 6,379 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $132,433 | 5,325 | New |
| 19 | PNC Financial Services Group, Inc. | $90,526 | 3,637 | New |
| 20 | Sound Income Strategies, LLC | $49,566 | 1,993 | Hold |
| 21 | UBS Group AG | $7,791 | 313 | Added |
| 22 | MORGAN STANLEY | $25 | 1 | Hold |
| 23 | Royal Bank of Canada | $0 | 0 | Exited |
| 24 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 25 | JANE STREET GROUP, LLC | $0 | 0 | Exited |