| 1 | Virtus Wealth Solutions LLC | $8.8M | 217,765 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $6.5M | 161,535 | Added |
| 3 | LPL Financial LLC | $6.3M | 154,659 | Added |
| 4 | Concurrent Investment Advisors, LLC | $3.4M | 85,195 | Added |
| 5 | Steward Partners Investment Advisory, LLC | $2.5M | 62,561 | Added |
| 6 | Kesler, Norman & Wride, LLC | $2.3M | 57,824 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $1.8M | 45,139 | Added |
| 8 | MORGAN STANLEY | $1.8M | 44,012 | Added |
| 9 | Cetera Investment Advisers | $1.4M | 35,748 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.2M | 30,105 | Trimmed |
| 11 | TCFG WEALTH MANAGEMENT, LLC | $1.1M | 26,969 | Hold |
| 12 | TCFG Investment Advisors, LLC | $1.1M | 26,969 | New |
| 13 | CITADEL ADVISORS LLC | $1.0M | 25,058 | New |
| 14 | BANK OF AMERICA CORP /DE/ | $826,465 | 20,435 | Added |
| 15 | Prospera Financial Services Inc | $709,785 | 17,550 | Added |
| 16 | Compound Planning, Inc. | $525,919 | 13,004 | Trimmed |
| 17 | Greenline Wealth Management LLC | $458,409 | 11,335 | Trimmed |
| 18 | HARBOUR INVESTMENTS, INC. | $381,989 | 9,445 | New |
| 19 | HighTower Advisors, LLC | $354,609 | 8,768 | Hold |
| 20 | Cambridge Investment Research Advisors, Inc. | $352,000 | 8,713 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $297,017 | 7,344 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $291,378 | 7,205 | Added |
| 23 | HighPoint Advisor Group LLC | $212,329 | 5,250 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $200,478 | 4,957 | New |
| 25 | Western Wealth Management, LLC | $146,001 | 3,610 | New |