| 1 | AMERIPRISE FINANCIAL INC | $41.0M | 2.2M | Added |
| 2 | LPL Financial LLC | $16.6M | 883,279 | Added |
| 3 | Cetera Investment Advisers | $10.5M | 559,822 | Added |
| 4 | Spartan Wealth Advisory Services LLC | $10.2M | 544,960 | New |
| 5 | BANK OF AMERICA CORP /DE/ | $6.9M | 367,083 | Trimmed |
| 6 | IHT Wealth Management, LLC | $5.7M | 303,734 | New |
| 7 | OSAIC HOLDINGS, INC. | $4.9M | 261,765 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.4M | 182,512 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 171,613 | Added |
| 10 | World Investment Advisors | $3.1M | 164,278 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $2.2M | 114,556 | Added |
| 12 | CRUX WEALTH ADVISORS | $2.1M | 114,077 | Added |
| 13 | Kestra Advisory Services, LLC | $1.5M | 78,661 | Added |
| 14 | Principle Wealth Partners LLC | $1.4M | 73,093 | New |
| 15 | Janney Montgomery Scott LLC | $1.2M | 64,685 | Added |
| 16 | JANE STREET GROUP, LLC | $1.0M | 55,548 | New |
| 17 | Cambridge Investment Research Advisors, Inc. | $948,000 | 50,478 | New |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $735,871 | 39,173 | Trimmed |
| 19 | Axis Wealth Partners, LLC | $517,363 | 27,541 | Added |
| 20 | CITADEL ADVISORS LLC | $407,409 | 21,688 | New |
| 21 | Westside Investment Management, Inc. | $387,911 | 20,650 | Hold |
| 22 | Sanctuary Advisors, LLC | $374,291 | 19,925 | Trimmed |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $370,384 | 19,717 | New |
| 24 | Mariner, LLC | $300,297 | 15,986 | New |
| 25 | Essex Financial Services, Inc. | $250,489 | 13,335 | Added |