| 1 | Allianz SE | $13.4M | 496,702 | Added |
| 2 | NBZ Investment Advisors LLC | $7.3M | 269,258 | Trimmed |
| 3 | Stratos Wealth Advisors, LLC | $4.9M | 180,074 | Added |
| 4 | Kestra Advisory Services, LLC | $4.6M | 169,755 | Added |
| 5 | STEPHENS INC /AR/ | $3.8M | 141,359 | Added |
| 6 | Savant Capital, LLC | $2.1M | 77,632 | Trimmed |
| 7 | ARS Wealth Advisors Group, LLC | $1.9M | 70,194 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 39,934 | Added |
| 9 | Creative Planning | $874,658 | 32,431 | Hold |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $700,060 | 25,957 | Added |
| 11 | Arax Advisory Partners | $478,175 | 17,730 | Added |
| 12 | CreativeOne Wealth, LLC | $428,604 | 15,892 | Hold |
| 13 | Foundations Investment Advisors, LLC | $399,450 | 14,811 | New |
| 14 | HARBOUR INVESTMENTS, INC. | $387,475 | 14,367 | Added |
| 15 | CITADEL ADVISORS LLC | $346,859 | 12,861 | New |
| 16 | LPL Financial LLC | $279,947 | 10,380 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $264,897 | 9,822 | New |
| 18 | Cetera Investment Advisers | $202,705 | 7,516 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $51,242 | 1,900 | New |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $20,659 | 766 | Hold |
| 21 | IFP Advisors, Inc | $14,591 | 541 | Added |
| 22 | Key Capital Management, INC | $2,292 | 85 | New |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | Gladstone Institutional Advisory LLC | $0 | 0 | Exited |
| 25 | Stonebridge Financial Group, LLC / MO | $0 | 0 | Exited |