| 1 | LPL Financial LLC | $4.4M | 151,441 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 110,008 | New |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.6M | 91,395 | Trimmed |
| 4 | WMS Group LLC | $1.7M | 59,416 | Trimmed |
| 5 | TWO SIGMA INVESTMENTS, LP | $1.5M | 51,400 | Added |
| 6 | Clearstead Advisors, LLC | $1.1M | 38,841 | New |
| 7 | Tower Research Capital LLC (TRC) | $963,135 | 33,223 | New |
| 8 | JANE STREET GROUP, LLC | $939,160 | 32,396 | New |
| 9 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $849,407 | 29,300 | Hold |
| 10 | Independent Advisor Alliance | $769,690 | 26,550 | Added |
| 11 | Advisory Services Network, LLC | $608,166 | 20,978 | New |
| 12 | Concurrent Investment Advisors, LLC | $426,190 | 14,701 | New |
| 13 | Orion Porfolio Solutions, LLC | $398,714 | 13,753 | Trimmed |
| 14 | Beckerman Institutional, LLC | $319,752 | 11,030 | Added |
| 15 | OSAIC HOLDINGS, INC. | $292,492 | 10,089 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $233,485 | 8,054 | Trimmed |
| 17 | CreativeOne Wealth, LLC | $230,126 | 7,938 | Trimmed |
| 18 | Ignite Planners, LLC | $223,282 | 7,702 | Added |
| 19 | Breakwater Capital Group | $200,205 | 6,906 | New |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42,374 | 1,451 | Added |
| 21 | UBS Group AG | $38,441 | 1,326 | New |
| 22 | Royal Bank of Canada | $38,000 | 1,306 | Hold |
| 23 | Golden State Equity Partners | $30,932 | 1,067 | New |
| 24 | MAI Capital Management | $24,352 | 840 | Trimmed |
| 25 | Sound Income Strategies, LLC | $23,339 | 799 | Hold |