| 1 | Redwood Investment Management, LLC | $54.4M | 1.2M | Trimmed |
| 2 | LPL Financial LLC | $27.2M | 591,543 | Trimmed |
| 3 | Cetera Investment Advisers | $4.5M | 97,623 | New |
| 4 | Private Advisor Group, LLC | $1.5M | 32,864 | Trimmed |
| 5 | IHT Wealth Management, LLC | $1.5M | 32,189 | Trimmed |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $1.3M | 28,466 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $843,007 | 18,367 | Trimmed |
| 8 | VestGen Advisors, LLC | $489,935 | 10,108 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $455,000 | 9,904 | Trimmed |
| 10 | Aurora Private Wealth, Inc. | $393,000 | 8,710 | Hold |
| 11 | Maia Wealth LLC | $316,552 | 6,897 | Hold |
| 12 | Gladstone Institutional Advisory LLC | $280,115 | 6,103 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $274,928 | 5,990 | Trimmed |
| 14 | UBS Group AG | $208,102 | 4,534 | Added |
| 15 | HARBOUR INVESTMENTS, INC. | $104,051 | 2,267 | New |
| 16 | FMR LLC | $98,932 | 2,155 | Hold |
| 17 | Allworth Financial LP | $23,592 | 514 | New |
| 18 | OSAIC HOLDINGS, INC. | $17,625 | 384 | Added |
| 19 | VANGUARD ADVISERS INC | $15,972 | 348 | New |
| 20 | IFP Advisors, Inc | $13,999 | 305 | Hold |
| 21 | Comprehensive Financial Planning, Inc./PA | $1,331 | 29 | Hold |
| 22 | Signature Equity Partners, LLC | $1,239 | 27 | Hold |
| 23 | AE Wealth Management LLC | $25 | 1 | Hold |
| 24 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
| 25 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |