| 1 | JGP Wealth Management, LLC | $7.6M | 166,857 | Added |
| 2 | Dynasty Wealth Management, LLC | $6.9M | 152,753 | Trimmed |
| 3 | Greenwich Wealth Management LLC | $5.3M | 116,250 | Added |
| 4 | PALLADIEM, LLC | $4.0M | 87,306 | Added |
| 5 | OLD MISSION CAPITAL LLC | $3.2M | 71,426 | Added |
| 6 | IFC Advisors LLC | $2.9M | 64,851 | Added |
| 7 | Geneos Wealth Management Inc. | $1.6M | 34,774 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 31,330 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 23,749 | Added |
| 10 | Sierra Capital LLC | $812,896 | 17,960 | Hold |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $658,070 | 14,539 | Added |
| 12 | Bedel Financial Consulting, Inc. | $638,795 | 14,113 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $637,838 | 14,092 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $596,513 | 13,179 | Added |
| 15 | Matisse Capital | $529,570 | 11,700 | Hold |
| 16 | Round Rock Advisors, LLC | $525,542 | 11,611 | Trimmed |
| 17 | EJMK Ventures LLC | $286,918 | 6,339 | New |
| 18 | Bond & Devick Financial Network, Inc. | $254,284 | 5,618 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $66,536 | 1,470 | Trimmed |
| 20 | UBS Group AG | $29,782 | 658 | Added |
| 21 | Richardson Capital Management LLC | $7,242 | 160 | Hold |
| 22 | Millstone Evans Group, LLC | $5,975 | 132 | Hold |
| 23 | NATIONAL BANK OF CANADA /FI/ | $4,520 | 100 | Hold |
| 24 | EverSource Wealth Advisors, LLC | $3,485 | 77 | Trimmed |
| 25 | MORGAN STANLEY | $49 | 1 | New |