| 1 | PRUDENTIAL FINANCIAL INC | $8.7M | 299,525 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.6M | 227,273 | Added |
| 3 | Spire Wealth Management | $2.5M | 85,622 | Trimmed |
| 4 | Blue Water Asset Management | $2.0M | 70,321 | Trimmed |
| 5 | LeClair Wealth Partners LLC | $2.0M | 70,321 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 47,623 | Trimmed |
| 7 | JIM SAULNIER & ASSOCIATES, LLC | $1.2M | 39,721 | Hold |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 37,022 | Hold |
| 9 | Kestra Advisory Services, LLC | $900,729 | 31,050 | Hold |
| 10 | Cetera Investment Advisers | $577,511 | 19,908 | Hold |
| 11 | Kestra Investment Management, LLC | $544,238 | 18,761 | Hold |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $544,238 | 18,761 | Hold |
| 13 | Redwood Family Wealth LLC | $508,151 | 17,517 | Added |
| 14 | Grantvest Financial Group LLC | $379,409 | 13,079 | Trimmed |
| 15 | Pinnacle Financial Partners, Inc. | $289,713 | 9,987 | Hold |
| 16 | BCGM Wealth Management, LLC | $287,276 | 9,903 | Trimmed |
| 17 | BlueStem Wealth Partners, LLC | $272,540 | 9,395 | Hold |
| 18 | Evergreen Wealth Solutions, LLC | $239,179 | 8,245 | New |
| 19 | Royal Bank of Canada | $229,000 | 7,886 | Added |
| 20 | OLD MISSION CAPITAL LLC | $219,714 | 7,574 | New |
| 21 | DHJJ Financial Advisors, Ltd. | $60,310 | 2,079 | Hold |
| 22 | NBC SECURITIES, INC. | $54,478 | 1,878 | Hold |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,505 | 500 | Hold |
| 24 | JANE STREET GROUP, LLC | $0 | 0 | Exited |