| 1 | LPL Financial LLC | $22.2M | 670,303 | Added |
| 2 | SimpliFi, Inc. | $11.2M | 338,964 | Added |
| 3 | Cetera Investment Advisers | $6.4M | 192,559 | Added |
| 4 | One Capital Management, LLC | $5.4M | 163,381 | Trimmed |
| 5 | OLD MISSION CAPITAL LLC | $4.3M | 130,544 | New |
| 6 | HighTower Advisors, LLC | $4.0M | 120,963 | Trimmed |
| 7 | Royal Bank of Canada | $3.6M | 107,292 | Trimmed |
| 8 | Occidental Asset Management, LLC | $2.8M | 83,737 | Added |
| 9 | CITADEL ADVISORS LLC | $2.0M | 58,988 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 55,132 | Added |
| 11 | NATIONAL BANK OF CANADA /FI/ | $1.7M | 52,643 | Trimmed |
| 12 | Hobbs Group Advisors, LLC | $1.7M | 51,377 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $1.7M | 50,983 | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.6M | 47,894 | Added |
| 15 | Noble Wealth Management PBC | $1.5M | 44,072 | New |
| 16 | Farther Finance Advisors, LLC | $1.4M | 43,189 | Added |
| 17 | Lido Advisors, LLC | $1.4M | 43,485 | Trimmed |
| 18 | MORGAN STANLEY | $1.0M | 31,225 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $911,473 | 27,518 | Trimmed |
| 20 | Capital Advisors, Ltd. LLC | $713,000 | 21,525 | Added |
| 21 | KMG FIDUCIARY PARTNERS, LLC | $634,386 | 19,153 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $609,128 | 18,390 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $577,159 | 17,425 | New |
| 24 | Great Waters Wealth Management | $572,553 | 17,286 | Trimmed |
| 25 | United Advisor Group, LLC | $505,288 | 15,255 | Trimmed |