| 1 | Redwood Investment Management, LLC | $61.3M | 1.2M | Trimmed |
| 2 | LPL Financial LLC | $30.2M | 582,713 | Trimmed |
| 3 | Cetera Investment Advisers | $5.8M | 111,157 | Added |
| 4 | IHT Wealth Management, LLC | $1.6M | 31,548 | Trimmed |
| 5 | Private Advisor Group, LLC | $1.6M | 30,048 | Trimmed |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 28,977 | Added |
| 7 | Coppell Advisory Solutions LLC | $746,900 | 14,431 | New |
| 8 | GOLDMAN SACHS GROUP INC | $719,095 | 13,886 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $533,000 | 10,285 | Added |
| 10 | VestGen Advisors, LLC | $526,245 | 10,162 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $339,403 | 6,554 | Added |
| 12 | Aurora Private Wealth, Inc. | $317,000 | 6,124 | Trimmed |
| 13 | Maia Wealth LLC | $315,476 | 6,092 | Trimmed |
| 14 | FMR LLC | $116,180 | 2,243 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $111,391 | 2,151 | New |
| 16 | HARBOUR INVESTMENTS, INC. | $107,300 | 2,072 | Trimmed |
| 17 | UBS Group AG | $89,642 | 1,731 | Trimmed |
| 18 | Global Retirement Partners, LLC | $26,929 | 520 | New |
| 19 | OSAIC HOLDINGS, INC. | $21,284 | 411 | Added |
| 20 | VANGUARD GROUP INC | $18,021 | 348 | Hold |
| 21 | Integrated Wealth Concepts LLC | $13,878 | 268 | New |
| 22 | JPMORGAN CHASE & CO | $11,542 | 223 | New |
| 23 | Comprehensive Financial Planning, Inc./PA | $1,502 | 29 | Hold |
| 24 | Signature Equity Partners, LLC | $1,398 | 27 | Hold |
| 25 | AE Wealth Management LLC | $28 | 1 | Hold |