| 1 | LPL Financial LLC | $132.9M | 5.2M | Trimmed |
| 2 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $75.8M | 3.0M | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.0M | 311,184 | Trimmed |
| 4 | Royal Bank of Canada | $5.7M | 220,985 | New |
| 5 | Proactive Wealth Strategies LLC | $2.5M | 95,940 | Added |
| 6 | Horizon Wealth Management, LLC | $1.5M | 57,581 | Added |
| 7 | VALLEY WEALTH MANAGERS, INC. | $771,104 | 30,101 | Trimmed |
| 8 | Private Advisor Group, LLC | $663,428 | 25,898 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $559,710 | 21,849 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $484,831 | 18,926 | Added |
| 11 | CITADEL ADVISORS LLC | $481,450 | 18,794 | Trimmed |
| 12 | JANE STREET GROUP, LLC | $288,680 | 11,269 | New |
| 13 | HRT FINANCIAL LP | $274,000 | 10,701 | New |
| 14 | BENJAMIN EDWARDS INC | $256,527 | 10,014 | Added |
| 15 | Corient Private Wealth LLC | $230,145 | 8,984 | Trimmed |
| 16 | AE Wealth Management LLC | $99,395 | 3,880 | New |
| 17 | CWM, LLC | $73,726 | 2,878 | Hold |
| 18 | ASSETMARK, INC | $2,177 | 85 | Hold |
| 19 | Steigerwald, Gordon & Koch Inc. | $154 | 6 | Hold |
| 20 | Mariner, LLC | $0 | 0 | Exited |
| 21 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 22 | Summit Financial Wealth Advisors, LLC | $0 | 0 | Exited |
| 23 | VestGen Advisors, LLC | $0 | 0 | Exited |
| 24 | UBS Group AG | $0 | 0 | Exited |