| 1 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 177,768 | New |
| 2 | VanWeelden Wealth Management, LLC | $4.6M | 173,796 | New |
| 3 | HARBOUR INVESTMENTS, INC. | $1.6M | 59,817 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.4M | 51,068 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 46,227 | Trimmed |
| 6 | Signal Advisors Wealth, LLC | $710,015 | 26,718 | Added |
| 7 | MARIPAU WEALTH MANAGEMENT LLC | $710,015 | 26,718 | Added |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | $677,142 | 25,481 | Hold |
| 9 | Cetera Investment Advisers | $629,680 | 23,695 | Added |
| 10 | Capital Analysts, LLC | $464,000 | 17,488 | Added |
| 11 | Calamos Advisors LLC | $434,552 | 16,355 | New |
| 12 | Calamos Wealth Management LLC | $434,552 | 16,355 | Trimmed |
| 13 | Claro Advisors LLC | $395,826 | 14,895 | Trimmed |
| 14 | Rooted Wealth Advisors, Inc. | $340,722 | 12,651 | Hold |
| 15 | WEDBUSH SECURITIES INC | $276,000 | 10,400 | Hold |
| 16 | Leelyn Smith, LLC | $260,775 | 9,813 | Hold |
| 17 | WealthTrust Asset Management, LLC | $207,546 | 7,810 | New |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $79,351 | 2,986 | Added |
| 19 | Sound Income Strategies, LLC | $44,701 | 1,690 | New |
| 20 | Farther Finance Advisors, LLC | $20,631 | 780 | Added |
| 21 | OSAIC HOLDINGS, INC. | $11,424 | 430 | Trimmed |
| 22 | CX Institutional | $10,000 | 374 | Hold |
| 23 | UBS Group AG | $5,474 | 206 | New |
| 24 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |