| 1 | JMAC ENTERPRISES LLC | $4.0M | 87,928 | Added |
| 2 | MORGAN STANLEY | $3.7M | 82,154 | Added |
| 3 | LPL Financial LLC | $2.9M | 64,213 | Added |
| 4 | Janney Montgomery Scott LLC | $2.2M | 49,162 | Added |
| 5 | Vestmark Advisory Solutions, Inc. | $2.2M | 48,949 | Added |
| 6 | SMART Wealth LLC | $2.0M | 44,344 | New |
| 7 | JPMORGAN CHASE & CO | $1.9M | 41,282 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $1.2M | 26,907 | Added |
| 9 | JANE STREET GROUP, LLC | $944,006 | 20,816 | Added |
| 10 | Independent Wealth Network Inc. | $889,408 | 19,612 | New |
| 11 | Cerity Partners LLC | $872,383 | 19,237 | Trimmed |
| 12 | Midwestern Financial, LLC /IA | $584,462 | 12,888 | Added |
| 13 | CreativeOne Wealth, LLC | $551,955 | 12,171 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $503,004 | 11,092 | Added |
| 15 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $496,809 | 10,955 | New |
| 16 | Cetera Investment Advisers | $307,001 | 6,770 | Added |
| 17 | Freedom Investment Management, Inc. | $294,535 | 6,495 | Trimmed |
| 18 | AdvisorNet Financial, Inc | $47,799 | 1,054 | Hold |
| 19 | MassMutual Private Wealth & Trust, FSB | $43,309 | 955 | Added |
| 20 | IFP Advisors, Inc | $41,495 | 915 | Added |
| 21 | Farther Finance Advisors, LLC | $31,231 | 692 | Trimmed |
| 22 | UBS Group AG | $8,753 | 193 | Added |
| 23 | Ashton Thomas Private Wealth, LLC | $8,526 | 188 | New |
| 24 | LGT Financial Advisors LLC | $7,301 | 161 | Added |
| 25 | Capital Analysts, LLC | $1,000 | 25 | Hold |