| 1 | Consolidated Portfolio Review Corp | $42.6M | 834,367 | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $33.7M | 661,034 | Added |
| 3 | EverSource Wealth Advisors, LLC | $23.4M | 458,888 | Added |
| 4 | Beaumont Financial Advisors, LLC | $23.1M | 453,008 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $19.6M | 384,726 | Added |
| 6 | Legacy Wealth Asset Management, LLC | $15.4M | 301,367 | Trimmed |
| 7 | Ovata Capital Management Ltd | $13.5M | 265,558 | Trimmed |
| 8 | Atlas Wealth Partners, LLC | $11.1M | 216,461 | Added |
| 9 | Kestra Advisory Services, LLC | $9.8M | 192,511 | Trimmed |
| 10 | Walleye Trading LLC | $9.7M | 190,269 | Added |
| 11 | Berman McAleer LLC | $8.9M | 175,261 | Added |
| 12 | Citrine Capital LLC | $8.6M | 167,780 | Added |
| 13 | Bayshore Capital Advisors, LLC | $8.6M | 167,499 | Added |
| 14 | Great Point Wealth Advisors, LLC | $8.5M | 166,142 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 163,437 | Trimmed |
| 16 | Parcion Private Wealth LLC | $8.3M | 163,257 | Added |
| 17 | PARK AVENUE SECURITIES LLC | $8.0M | 155,785 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 123,587 | Added |
| 19 | Wealth Quarterback LLC | $5.6M | 110,423 | Added |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $5.6M | 109,405 | Trimmed |
| 21 | Allegheny Financial Group | $5.2M | 102,569 | Trimmed |
| 22 | Concurrent Investment Advisors, LLC | $5.1M | 99,662 | Added |
| 23 | Sepio Capital, LP | $4.9M | 95,806 | Added |
| 24 | Beaird Harris Wealth Management, LLC | $4.6M | 90,014 | Added |
| 25 | CHILDRESS CAPITAL ADVISORS, LLC | $4.6M | 89,506 | Added |