| 1 | LPL Financial LLC | $8.6M | 148,504 | Trimmed |
| 2 | Financial Engines Advisors L.L.C. | $6.2M | 108,140 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 97,188 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.6M | 62,772 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $3.6M | 61,476 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $2.1M | 36,674 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $1.9M | 33,134 | Trimmed |
| 8 | Steward Partners Investment Advisory, LLC | $1.9M | 33,054 | Added |
| 9 | BENJAMIN EDWARDS INC | $1.5M | 25,459 | Added |
| 10 | FIRST TRUST ADVISORS LP | $1.3M | 22,683 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $1.1M | 18,529 | Trimmed |
| 12 | Vontobel Holding Ltd. | $1.0M | 18,000 | Hold |
| 13 | FLPUTNAM INVESTMENT MANAGEMENT CO | $957,603 | 16,578 | Trimmed |
| 14 | OPPENHEIMER ASSET MANAGEMENT INC. | $928,729 | 16,078 | Trimmed |
| 15 | Equitable Holdings, Inc. | $827,147 | 13,902 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $770,940 | 13,346 | Added |
| 17 | FLAGSTAR ADVISORS INC | $695,978 | 12,048 | Added |
| 18 | WealthCare Investment Partners, LLC | $623,342 | 10,753 | Hold |
| 19 | Cambridge Investment Research Advisors, Inc. | $608,000 | 10,530 | Added |
| 20 | Benson Wealth Management INC | $588,674 | 10,191 | New |
| 21 | HighTower Advisors, LLC | $531,457 | 9,200 | Added |
| 22 | Belpointe Asset Management LLC | $378,182 | 6,547 | Hold |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $320,028 | 5,541 | New |
| 24 | Kestra Advisory Services, LLC | $317,477 | 5,496 | Added |
| 25 | Corient Private Wealth LLC | $311,557 | 5,394 | Trimmed |