| 1 | Allianz SE | $7.8M | 248,434 | Added |
| 2 | Authentikos Wealth Advisory, LLC | $5.5M | 176,191 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $4.0M | 129,559 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 110,082 | Trimmed |
| 5 | BECK CAPITAL MANAGEMENT, LLC | $3.3M | 106,426 | Trimmed |
| 6 | Patriot Financial Group Insurance Agency, LLC | $2.3M | 73,804 | Added |
| 7 | JANE STREET GROUP, LLC | $2.2M | 69,806 | New |
| 8 | Fortis Capital Management LLC | $2.2M | 69,767 | New |
| 9 | LPL Financial LLC | $1.4M | 44,489 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $738,837 | 23,634 | Trimmed |
| 11 | OLD MISSION CAPITAL LLC | $660,620 | 21,132 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $619,136 | 19,805 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $555,331 | 17,764 | Trimmed |
| 14 | AE Wealth Management LLC | $501,217 | 16,033 | Trimmed |
| 15 | Comprehensive Financial Consultants Institutional, Inc. | $473,238 | 15,138 | Added |
| 16 | Cetera Investment Advisers | $471,550 | 15,084 | Added |
| 17 | Golden Reserve Retirement LLC | $351,630 | 11,248 | Added |
| 18 | IFP Advisors, Inc | $343,565 | 10,990 | Added |
| 19 | JPMORGAN CHASE & CO | $270,763 | 8,811 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $251,187 | 8,035 | Trimmed |
| 21 | World Investment Advisors | $245,091 | 7,840 | New |
| 22 | Arkadios Wealth Advisors | $212,329 | 6,792 | New |
| 23 | HARBOUR INVESTMENTS, INC. | $163,248 | 5,222 | Added |
| 24 | Financial Network Wealth Advisors LLC | $69,495 | 2,223 | Hold |
| 25 | Geneos Wealth Management Inc. | $17,131 | 548 | Hold |