| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.05B | 31.6M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $140.7M | 4.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $126.8M | 3.7M | Added |
| 4 | Kraft, Davis & Associates, LLC | $3.7M | 105,769 | New |
| 5 | Capital Investment Advisory Services, LLC | $2.7M | 79,574 | Trimmed |
| 6 | Smartleaf Asset Management LLC | $1.9M | 56,979 | Added |
| 7 | LPL Financial LLC | $1.6M | 45,773 | New |
| 8 | Private Advisor Group, LLC | $1.5M | 45,249 | Added |
| 9 | CITADEL ADVISORS LLC | $1.1M | 33,346 | New |
| 10 | JANE STREET GROUP, LLC | $973,226 | 28,658 | Trimmed |
| 11 | Next Level Private LLC | $864,010 | 25,442 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $545,880 | 16,074 | Added |
| 13 | NFP Retirement, Inc. | $244,458 | 7,198 | New |
| 14 | FMR LLC | $44,963 | 1,324 | New |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $33,960 | 1,000 | New |
| 16 | Western Wealth Management, LLC | $20,920 | 616 | New |
| 17 | Intentional Wealth Strategies, LLC | $6,011 | 177 | New |
| 18 | ASSETMARK, INC | $4,619 | 136 | Hold |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $441 | 13 | New |
| 20 | MORGAN STANLEY | $340 | 10 | Trimmed |
| 21 | MCGUIRE CAPITAL ADVISORS INC | $272 | 8 | Trimmed |
| 22 | UBS Group AG | $0 | 0 | Exited |
| 23 | Cape Investment Advisory, Inc. | $0 | 0 | Exited |
| 24 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 25 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |