| 1 | JMAC ENTERPRISES LLC | $4.4M | 97,770 | Added |
| 2 | MORGAN STANLEY | $3.9M | 85,258 | Added |
| 3 | LPL Financial LLC | $2.9M | 64,814 | Added |
| 4 | Janney Montgomery Scott LLC | $2.4M | 53,546 | Added |
| 5 | Vestmark Advisory Solutions, Inc. | $2.2M | 48,949 | Hold |
| 6 | JPMORGAN CHASE & CO | $2.2M | 47,521 | Added |
| 7 | SMART Wealth LLC | $1.9M | 41,371 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $1.7M | 36,820 | Added |
| 9 | Independent Wealth Network Inc. | $915,002 | 20,188 | Added |
| 10 | JANE STREET GROUP, LLC | $845,485 | 18,654 | Trimmed |
| 11 | Cerity Partners LLC | $768,657 | 16,959 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $573,706 | 12,658 | Added |
| 13 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $496,535 | 10,955 | Hold |
| 14 | Midwestern Financial, LLC /IA | $393,764 | 8,688 | Trimmed |
| 15 | CreativeOne Wealth, LLC | $385,661 | 8,509 | Trimmed |
| 16 | Cetera Investment Advisers | $314,656 | 6,943 | Added |
| 17 | Windsor Capital Management, LLC | $250,282 | 5,522 | New |
| 18 | Farther Finance Advisors, LLC | $89,789 | 1,981 | Added |
| 19 | IFP Advisors, Inc | $49,358 | 1,089 | Added |
| 20 | AdvisorNet Financial, Inc | $47,772 | 1,054 | Hold |
| 21 | MassMutual Private Wealth & Trust, FSB | $29,597 | 653 | Trimmed |
| 22 | Capital Analysts, LLC | $12,000 | 266 | Added |
| 23 | Ashton Thomas Private Wealth, LLC | $9,065 | 200 | Added |
| 24 | LGT Financial Advisors LLC | $7,297 | 161 | Hold |
| 25 | UBS Group AG | $3,218 | 71 | Trimmed |