| 1 | HighTower Advisors, LLC | $78.4M | 2.3M | Added |
| 2 | Abundance Wealth Counselors | $32.1M | 920,940 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.6M | 131,702 | Added |
| 4 | EverSource Wealth Advisors, LLC | $3.6M | 104,681 | Added |
| 5 | Stokes Capital Advisors, LLC | $2.3M | 67,138 | Added |
| 6 | Boyer Financial Services, Inc. | $2.2M | 62,788 | Trimmed |
| 7 | Insight Wealth Partners, LLC | $2.1M | 60,510 | Added |
| 8 | STIFEL FINANCIAL CORP | $1.8M | 50,288 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 42,097 | Trimmed |
| 10 | Geneos Wealth Management Inc. | $564,871 | 16,204 | Added |
| 11 | Forefront Wealth Partners, LLC | $541,271 | 15,527 | New |
| 12 | Charis Legacy Partners, LLC | $343,470 | 9,853 | Added |
| 13 | JANE STREET GROUP, LLC | $283,133 | 8,122 | Trimmed |
| 14 | Cetera Investment Advisers | $273,913 | 7,858 | Added |
| 15 | CITADEL ADVISORS LLC | $273,337 | 7,841 | New |
| 16 | Traynor Capital Management, Inc. | $246,406 | 7,130 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $238,725 | 6,848 | New |
| 18 | CWM, LLC | $206,511 | 5,924 | Trimmed |
| 19 | Inspire Advisors, LLC | $203,865 | 5,848 | New |
| 20 | Team Financial Group, LLC | $119,396 | 3,425 | New |
| 21 | Capital Advisors, Ltd. LLC | $45,000 | 1,294 | Added |
| 22 | Hilltop National Bank | $13,805 | 396 | Hold |
| 23 | MORGAN STANLEY | $3,609 | 103 | Added |
| 24 | Steward Partners Investment Advisory, LLC | $1,185 | 34 | New |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |