| 1 | GOLDMAN SACHS GROUP INC | $20.9M | 468,001 | Added |
| 2 | LPL Financial LLC | $10.2M | 229,352 | Added |
| 3 | JANE STREET GROUP, LLC | $7.2M | 162,325 | Added |
| 4 | Advisory Services Network, LLC | $4.4M | 99,704 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $4.2M | 94,333 | Added |
| 6 | Regal Investment Advisors LLC | $2.4M | 54,569 | Trimmed |
| 7 | MORGAN STANLEY | $2.3M | 51,384 | Trimmed |
| 8 | Gladstone Institutional Advisory LLC | $1.6M | 36,506 | New |
| 9 | Sanctuary Advisors, LLC | $1.5M | 34,366 | Added |
| 10 | SAGE RHINO CAPITAL LLC | $871,871 | 19,561 | New |
| 11 | ATWOOD & PALMER INC | $842,855 | 18,910 | Trimmed |
| 12 | Avidian Wealth Enterprises, LLC | $695,311 | 15,600 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $443,870 | 9,959 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $417,313 | 9,363 | Added |
| 15 | Sovereign Financial Group, Inc. | $367,067 | 8,235 | Added |
| 16 | OSAIC HOLDINGS, INC. | $352,505 | 7,909 | Trimmed |
| 17 | Betterment LLC | $335,000 | 7,524 | Trimmed |
| 18 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $318,154 | 7,138 | Trimmed |
| 19 | Chicago Partners Investment Group LLC | $297,777 | 6,605 | Added |
| 20 | UBS Group AG | $267,610 | 6,004 | Trimmed |
| 21 | Ducere Wealth Management LLC | $245,145 | 5,500 | New |
| 22 | CATALYST FINANCIAL PARTNERS LLC | $220,096 | 4,938 | Trimmed |
| 23 | Integrated Wealth Concepts LLC | $205,645 | 4,614 | New |
| 24 | Claris Financial LLC | $201,528 | 4,521 | Added |
| 25 | PNC Financial Services Group, Inc. | $173,830 | 3,900 | Added |