| 1 | Strategic Equity Management | $10.8M | 413,836 | Added |
| 2 | JANE STREET GROUP, LLC | $5.2M | 204,727 | New |
| 3 | MONEYWISE, INC. | $5.1M | 193,800 | Added |
| 4 | PAX Financial Group, LLC | $4.8M | 193,534 | Added |
| 5 | OneAscent Financial Services LLC | $3.1M | 133,148 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 111,985 | Added |
| 7 | SILVER OAK SECURITIES, INCORPORATED | $2.2M | 84,530 | New |
| 8 | EverSource Wealth Advisors, LLC | $1.9M | 76,667 | Added |
| 9 | Valmark Advisers, Inc. | $1.7M | 71,785 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 61,806 | New |
| 11 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.5M | 61,820 | New |
| 12 | Discipline Wealth Solutions, LLC | $1.3M | 50,022 | New |
| 13 | 49 WEALTH MANAGEMENT, LLC | $1.1M | 46,921 | Added |
| 14 | First Heartland Consultants, Inc. | $939,225 | 38,596 | Added |
| 15 | CreativeOne Wealth, LLC | $932,526 | 35,647 | New |
| 16 | Whitaker-Myers Wealth Managers, LTD. | $671,393 | 27,284 | Added |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $669,766 | 26,049 | Added |
| 18 | CITADEL ADVISORS LLC | $467,091 | 18,517 | New |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $421,888 | 16,725 | New |
| 20 | HRT FINANCIAL LP | $273,000 | 10,830 | New |
| 21 | Values First Advisors, Inc. | $230,761 | 8,996 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $219,000 | 9,404 | New |
| 23 | IFP Advisors, Inc | $177,757 | 7,138 | New |
| 24 | Royal Bank of Canada | $130,000 | 5,155 | Trimmed |
| 25 | UBS Group AG | $44,169 | 1,751 | New |