| 1 | Blueprint Investment Partners LLC | $29.5M | 294,979 | Added |
| 2 | U.S. Capital Wealth Advisors, LLC | $29.4M | 293,739 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $26.5M | 264,680 | Added |
| 4 | Blueprint Financial Advisors LLC | $15.1M | 151,141 | New |
| 5 | Apollon Wealth Management, LLC | $7.7M | 77,151 | Trimmed |
| 6 | Spartan Planning & Wealth Management | $5.7M | 56,818 | Added |
| 7 | SILVER OAK SECURITIES, INCORPORATED | $3.6M | 35,480 | Added |
| 8 | SIGNET FINANCIAL MANAGEMENT, LLC | $3.5M | 35,361 | Trimmed |
| 9 | Summit Financial, LLC | $3.5M | 34,976 | New |
| 10 | Teramo Advisors, LLC | $2.0M | 20,000 | Hold |
| 11 | JPMORGAN CHASE & CO | $1.7M | 17,397 | Added |
| 12 | Platform Technology Partners | $1.0M | 10,225 | New |
| 13 | Insight Wealth Partners, LLC | $999,399 | 9,986 | Hold |
| 14 | LPL Financial LLC | $715,272 | 7,147 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $646,417 | 6,459 | Trimmed |
| 16 | Magnus Financial Group LLC | $541,889 | 5,415 | Hold |
| 17 | Retirement Planning Group, LLC | $308,825 | 3,086 | Trimmed |
| 18 | Prosperity Financial Group, Inc. | $304,944 | 3,047 | New |
| 19 | LEGACY FINANCIAL GROUP, INC. | $228,783 | 2,286 | Trimmed |
| 20 | Colonial Trust Co / SC | $47,338 | 473 | New |
| 21 | Royal Bank of Canada | $30,000 | 295 | Added |
| 22 | AE Wealth Management LLC | $3,703 | 37 | Trimmed |
| 23 | MORGAN STANLEY | $110 | 1 | Hold |
| 24 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 25 | JANE STREET GROUP, LLC | $0 | 0 | Exited |