| 1 | CENTAURUS FINANCIAL, INC. | $2.0M | 72,665 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 50,940 | Trimmed |
| 3 | Calamos Wealth Management LLC | $1.2M | 42,982 | Trimmed |
| 4 | Calamos Advisors LLC | $1.2M | 42,982 | New |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 37,159 | Hold |
| 6 | OLD MISSION CAPITAL LLC | $724,712 | 26,891 | Added |
| 7 | Amplius Wealth Advisors, LLC | $714,175 | 26,500 | Trimmed |
| 8 | Camelot Portfolios, LLC | $710,156 | 26,351 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $691,483 | 25,658 | Trimmed |
| 10 | Investment Partners Asset Management, Inc. | $574,790 | 21,328 | Added |
| 11 | Owen LaRue, LLC | $490,625 | 18,205 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $451,000 | 16,747 | Trimmed |
| 13 | Capital Analysts, LLC | $442,000 | 16,410 | Hold |
| 14 | PFG Advisors | $320,867 | 11,906 | Hold |
| 15 | Advisor OS, LLC | $259,933 | 9,645 | Hold |
| 16 | MJP ASSOCIATES INC /ADV | $259,933 | 9,645 | Hold |
| 17 | Able Wealth Management LLC | $248,749 | 9,230 | Hold |
| 18 | Sigma Planning Corp | $229,156 | 8,503 | Hold |
| 19 | Sound Income Strategies, LLC | $137,075 | 5,072 | Hold |
| 20 | Farther Finance Advisors, LLC | $114,725 | 4,245 | Trimmed |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $80,850 | 3,000 | Hold |
| 22 | HARBOUR INVESTMENTS, INC. | $37,730 | 1,400 | Added |
| 23 | CWM, LLC | $22,126 | 821 | Hold |
| 24 | IFP Advisors, Inc | $8,759 | 325 | Hold |
| 25 | UBS Group AG | $5,552 | 206 | Trimmed |