| 1 | FIRST TRUST ADVISORS LP | $63.4M | 1.2M | New |
| 2 | London & Capital Asset Management Ltd | $14.4M | 270,250 | Added |
| 3 | &PARTNERS | $8.0M | 149,166 | New |
| 4 | Advisory Services Network, LLC | $4.3M | 79,829 | New |
| 5 | LPL Financial LLC | $2.7M | 50,015 | Trimmed |
| 6 | Rathbones Group PLC | $2.4M | 45,737 | Added |
| 7 | JANE STREET GROUP, LLC | $2.4M | 44,056 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.3M | 23,655 | New |
| 9 | Dunhill Financial, LLC | $1.2M | 22,827 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $1.1M | 21,233 | Trimmed |
| 11 | RPg Family Wealth Advisory, LLC | $1.0M | 18,722 | Trimmed |
| 12 | Risk Paradigm Group, LLC | $954,690 | 17,838 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $842,565 | 15,743 | Trimmed |
| 14 | Transamerica Financial Advisors, LLC | $781,313 | 14,598 | New |
| 15 | GeoWealth Management, LLC | $737,024 | 13,771 | New |
| 16 | COTTONWOOD CAPITAL ADVISORS, LLC | $713,261 | 13,327 | New |
| 17 | CIBC WORLD MARKET INC. | $494,525 | 9,240 | New |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $453,796 | 8,479 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $361,063 | 6,748 | Added |
| 20 | COMPASS FINANCIAL MANAGEMENT LLC | $318,819 | 5,957 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $250,210 | 4,675 | New |
| 22 | Unique Wealth Strategies, LLC | $241,910 | 4,520 | New |
| 23 | TRUIST FINANCIAL CORP | $205,754 | 3,844 | New |
| 24 | MORGAN STANLEY | $158,110 | 2,954 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $5,352 | 100 | Hold |