| 1 | LPL Financial LLC | $5.2M | 111,488 | Added |
| 2 | GFS Advisors, LLC | $4.0M | 65,905 | New |
| 3 | ROI Financial Advisors, LLC | $2.1M | 44,744 | Added |
| 4 | MORGAN STANLEY | $1.9M | 41,223 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 35,979 | Added |
| 6 | Synergy Asset Management, LLC | $1.6M | 33,409 | New |
| 7 | IMC-Chicago, LLC | $1.1M | 24,002 | Trimmed |
| 8 | Fifth Third Securities, Inc. | $815,834 | 17,354 | Added |
| 9 | Royal Bank of Canada | $745,000 | 15,842 | Added |
| 10 | Capital Advisors, Ltd. LLC | $731,000 | 15,547 | Hold |
| 11 | Trek Financial, LLC | $594,834 | 12,653 | Hold |
| 12 | BANK OF AMERICA CORP /DE/ | $509,710 | 10,842 | Trimmed |
| 13 | NWF Advisory Services Inc. | $442,234 | 9,407 | Added |
| 14 | TWO SIGMA INVESTMENTS, LP | $398,797 | 8,483 | New |
| 15 | Farther Finance Advisors, LLC | $390,603 | 8,261 | Hold |
| 16 | Western Wealth Management, LLC | $344,348 | 7,325 | New |
| 17 | StoneX Group Inc. | $333,780 | 7,100 | Trimmed |
| 18 | UBS Group AG | $285,075 | 6,064 | Trimmed |
| 19 | Private Advisor Group, LLC | $274,452 | 5,838 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $264,741 | 5,631 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $263,000 | 5,586 | Trimmed |
| 22 | Cetera Investment Advisers | $261,803 | 5,569 | Added |
| 23 | CITADEL ADVISORS LLC | $221,611 | 4,714 | New |
| 24 | WESTBOURNE INVESTMENTS, INC. | $210,846 | 4,485 | New |
| 25 | Parallel Advisors, LLC | $147,145 | 3,130 | Added |