| 1 | Rothschild Wealth LLC | $4.8M | 112,520 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $4.6M | 107,725 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 95,956 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $3.9M | 93,036 | Trimmed |
| 5 | Modern Wealth Management, LLC | $3.8M | 89,147 | Added |
| 6 | Cetera Investment Advisers | $3.5M | 83,681 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.5M | 83,334 | Added |
| 8 | LPL Financial LLC | $3.1M | 72,285 | Trimmed |
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.5M | 36,175 | Added |
| 10 | OLD MISSION CAPITAL LLC | $861,903 | 20,366 | Trimmed |
| 11 | MML INVESTORS SERVICES, LLC | $861,586 | 20,359 | Trimmed |
| 12 | Sanctuary Advisors, LLC | $635,784 | 15,023 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $632,271 | 14,940 | Added |
| 14 | PANORAMIC INVESTMENT ADVISORS, LLC | $560,749 | 13,250 | Hold |
| 15 | Patriot Financial Group Insurance Agency, LLC | $540,520 | 12,772 | Added |
| 16 | Bleakley Financial Group, LLC | $520,968 | 12,310 | Hold |
| 17 | Navis Wealth Advisors, LLC | $481,652 | 11,381 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $425,154 | 10,046 | Trimmed |
| 19 | Strategic Blueprint, LLC | $358,245 | 8,465 | Hold |
| 20 | Focus Financial Network, Inc. | $326,504 | 7,715 | Hold |
| 21 | Mayflower Financial Advisors, LLC | $251,427 | 5,941 | Hold |
| 22 | Spire Wealth Management | $241,440 | 5,705 | Trimmed |
| 23 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $230,182 | 5,439 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $215,370 | 5,089 | Trimmed |
| 25 | Allianz SE | $211,604 | 5,000 | Hold |