| 1 | MORGAN STANLEY | $27.3M | 681,662 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $18.3M | 457,912 | Trimmed |
| 3 | LPL Financial LLC | $17.0M | 425,271 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $6.5M | 161,992 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.6M | 115,596 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.4M | 110,760 | Trimmed |
| 7 | Cassady Wealth & Retirement Planning, LLC | $3.6M | 85,051 | Added |
| 8 | Apeiron RIA LLC | $2.3M | 58,113 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $2.2M | 55,096 | Trimmed |
| 10 | Wealth Management Partners, LLC | $2.1M | 53,201 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 50,142 | Added |
| 12 | Total Clarity Wealth Management, Inc. | $1.8M | 45,698 | Trimmed |
| 13 | Institute for Wealth Management, LLC. | $1.5M | 36,762 | Trimmed |
| 14 | Palumbo Wealth Management LLC | $1.1M | 27,976 | Trimmed |
| 15 | Bleakley Financial Group, LLC | $1.1M | 27,733 | Added |
| 16 | TWO SIGMA INVESTMENTS, LP | $1.0M | 25,300 | New |
| 17 | Orion Porfolio Solutions, LLC | $988,461 | 24,693 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $983,737 | 24,575 | Added |
| 19 | Royal Bank of Canada | $853,000 | 21,315 | Trimmed |
| 20 | Savvy Advisors, Inc. | $800,791 | 20,005 | New |
| 21 | HARBOUR INVESTMENTS, INC. | $765,013 | 19,111 | Added |
| 22 | Rockefeller Capital Management L.P. | $673,985 | 16,837 | Added |
| 23 | RITHOLTZ WEALTH MANAGEMENT | $490,368 | 12,250 | Hold |
| 24 | O'ROURKE & COMPANY, Inc | $480,126 | 11,994 | Added |
| 25 | JANE STREET GROUP, LLC | $473,835 | 11,837 | New |