| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $19.4M | 702,741 | Added |
| 2 | David Kennon Inc | $9.6M | 347,716 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $6.3M | 229,750 | New |
| 4 | BANK OF AMERICA CORP /DE/ | $4.8M | 172,738 | Added |
| 5 | LPL Financial LLC | $3.2M | 117,415 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $3.2M | 114,280 | Added |
| 7 | Kestra Advisory Services, LLC | $3.0M | 110,120 | Added |
| 8 | SCOTIA CAPITAL INC. | $2.7M | 98,524 | Added |
| 9 | BEAM WEALTH ADVISORS, INC. | $2.7M | 98,266 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 89,329 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 84,204 | New |
| 12 | FLPUTNAM INVESTMENT MANAGEMENT CO | $2.0M | 70,805 | Added |
| 13 | JPMORGAN CHASE & CO | $1.9M | 69,837 | Added |
| 14 | OSAIC HOLDINGS, INC. | $1.7M | 60,469 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 57,356 | New |
| 16 | WealthTrust Axiom LLC | $1.5M | 55,380 | Hold |
| 17 | Fullerton Advisors, LLC | $1.4M | 50,741 | Trimmed |
| 18 | Royal Bank of Canada | $1.2M | 44,079 | Added |
| 19 | Cetera Investment Advisers | $1.2M | 42,817 | Added |
| 20 | CITADEL ADVISORS LLC | $1.1M | 41,004 | Added |
| 21 | IFP Advisors, Inc | $1.1M | 38,849 | Added |
| 22 | Element Wealth, LLC | $992,553 | 35,956 | Added |
| 23 | Ameritas Advisory Services, LLC | $900,698 | 32,628 | Added |
| 24 | Concurrent Investment Advisors, LLC | $886,340 | 32,108 | Trimmed |
| 25 | Plus Group Wealth Advisors LLC | $638,009 | 23,112 | Added |