| 1 | D.B. Root & Company, LLC | $8.6M | 217,514 | Added |
| 2 | OSAIC HOLDINGS, INC. | $4.7M | 119,539 | Added |
| 3 | Cetera Investment Advisers | $3.6M | 92,510 | Added |
| 4 | Cambridge Advisors Inc. | $3.1M | 78,910 | Trimmed |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.1M | 77,567 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 54,469 | Added |
| 7 | Valtinson Bruner Financial Planning LLC | $2.0M | 49,786 | Hold |
| 8 | Triton Financial Group Inc | $1.9M | 48,903 | Trimmed |
| 9 | Capital Investment Advisory Services, LLC | $1.7M | 42,142 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 39,690 | Trimmed |
| 11 | Vista Cima Wealth Management LLC | $1.3M | 32,835 | Trimmed |
| 12 | OFC FINANCIAL PLANNING, LLC | $1.2M | 29,332 | Trimmed |
| 13 | Brookstone Capital Management | $1.1M | 27,630 | Trimmed |
| 14 | HighTower Advisors, LLC | $1.0M | 26,127 | Hold |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $867,550 | 22,058 | Trimmed |
| 16 | Krilogy Financial LLC | $854,650 | 21,730 | Trimmed |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $766,510 | 19,489 | Trimmed |
| 18 | GeoWealth Management, LLC | $629,376 | 16,002 | Added |
| 19 | LPL Financial LLC | $605,885 | 15,405 | Trimmed |
| 20 | PRINCIPAL SECURITIES, INC. | $434,522 | 11,048 | Trimmed |
| 21 | OLD MISSION CAPITAL LLC | $429,723 | 10,926 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $311,772 | 7,927 | Added |
| 23 | Merit Financial Group, LLC | $307,249 | 7,812 | Trimmed |
| 24 | Diversify Advisory Services, LLC | $302,621 | 7,731 | New |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $302,621 | 7,731 | Hold |