| 1 | JONES FINANCIAL COMPANIES LLLP | $10.1M | 376,967 | Added |
| 2 | Modern Wealth Management, LLC | $4.4M | 160,085 | Trimmed |
| 3 | Corient Private Wealth LLC | $2.0M | 72,692 | Trimmed |
| 4 | LPL Financial LLC | $1.5M | 56,229 | Added |
| 5 | DAVENPORT & Co LLC | $1.3M | 47,174 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $770,577 | 28,349 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $769,517 | 28,310 | New |
| 8 | Ashton Thomas Private Wealth, LLC | $407,591 | 14,995 | Hold |
| 9 | NATIXIS ADVISORS, LLC | $298,000 | 10,950 | Hold |
| 10 | EverSource Wealth Advisors, LLC | $243,603 | 8,962 | Hold |
| 11 | Cetera Investment Advisers | $239,155 | 8,798 | New |
| 12 | MORGAN STANLEY | $223,951 | 8,239 | Trimmed |
| 13 | AE Wealth Management LLC | $215,307 | 7,921 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $209,510 | 7,708 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $140,627 | 5,174 | Trimmed |
| 16 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $87,848 | 3,232 | Trimmed |
| 17 | CWM, LLC | $43,328 | 1,594 | Hold |
| 18 | Royal Bank of Canada | $37,000 | 1,364 | Added |
| 19 | HARBOUR INVESTMENTS, INC. | $21,977 | 808 | New |
| 20 | UBS Group AG | $13,482 | 496 | New |
| 21 | Capital Investment Advisory Services, LLC | $11,906 | 438 | Hold |
| 22 | Golden State Equity Partners | $10,872 | 400 | New |
| 23 | Steward Partners Investment Advisory, LLC | $10,139 | 373 | Hold |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9,514 | 350 | New |
| 25 | FMR LLC | $5,926 | 218 | Hold |