| 1 | LPL Financial LLC | $3.4M | 55,348 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $3.3M | 54,276 | Added |
| 3 | Coppell Advisory Solutions LLC | $2.6M | 13 | New |
| 4 | MORGAN STANLEY | $1.7M | 28,288 | Added |
| 5 | Farther Finance Advisors, LLC | $1.0M | 16,859 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $907,850 | 14,906 | Added |
| 7 | UBS Group AG | $694,987 | 11,411 | Added |
| 8 | TWO SIGMA INVESTMENTS, LP | $692,733 | 11,374 | Trimmed |
| 9 | Genesee Capital Advisors, LLC | $495,770 | 8,140 | Added |
| 10 | Trueblood Wealth Management, LLC | $466,692 | 7,663 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $406,054 | 6,667 | Trimmed |
| 12 | Asset Dedication, LLC | $363,786 | 5,973 | Hold |
| 13 | Sensible Money, LLC | $363,786 | 5,973 | Hold |
| 14 | RAYMOND JAMES FINANCIAL INC | $341,129 | 5,601 | Hold |
| 15 | Cetera Investment Advisers | $291,340 | 4,784 | Trimmed |
| 16 | Laurel Wealth Advisors LLC | $265,946 | 4,367 | Hold |
| 17 | JPMORGAN CHASE & CO | $253,694 | 4,187 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $244,246 | 4,012 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $229,000 | 3,757 | Added |
| 20 | Janney Montgomery Scott LLC | $213,000 | 3,504 | Trimmed |
| 21 | Transamerica Financial Advisors, LLC | $184,041 | 3,021 | Trimmed |
| 22 | Geneos Wealth Management Inc. | $109,638 | 1,800 | Hold |
| 23 | BELLEVUE ASSET MANAGEMENT, LLC | $89,652 | 1,472 | Hold |
| 24 | Integrated Wealth Concepts LLC | $46,105 | 757 | New |
| 25 | OSAIC HOLDINGS, INC. | $45,377 | 745 | Trimmed |