| 1 | CreativeOne Wealth, LLC | $28.6M | 554,831 | Added |
| 2 | LPL Financial LLC | $20.8M | 402,446 | Added |
| 3 | FRANKLIN RESOURCES INC | $12.9M | 250,122 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.6M | 89,006 | Added |
| 5 | Arkadios Wealth Advisors | $3.1M | 59,522 | Added |
| 6 | Cetera Investment Advisers | $2.8M | 54,361 | Added |
| 7 | Sanctuary Advisors, LLC | $2.7M | 52,487 | Added |
| 8 | Prepared Retirement Institute LLC | $1.6M | 31,466 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 25,884 | Trimmed |
| 10 | BAM Wealth Management, LLC | $1.2M | 23,031 | Added |
| 11 | Bank of New York Mellon Corp | $1.1M | 21,956 | Added |
| 12 | JPMORGAN CHASE & CO | $972,682 | 19,380 | Added |
| 13 | CITADEL ADVISORS LLC | $769,872 | 14,915 | Trimmed |
| 14 | Atria Investments, Inc | $592,463 | 11,478 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $449,171 | 8,702 | Trimmed |
| 16 | Integrated Wealth Concepts LLC | $428,428 | 8,300 | New |
| 17 | GOLDMAN SACHS GROUP INC | $388,988 | 7,536 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $373,251 | 7,231 | Trimmed |
| 19 | Total Clarity Wealth Management, Inc. | $358,905 | 6,953 | Added |
| 20 | JANE STREET GROUP, LLC | $303,148 | 5,873 | New |
| 21 | Stratos Wealth Partners, LTD. | $261,338 | 5,063 | Added |
| 22 | Koshinski Asset Management, Inc. | $218,083 | 4,225 | Hold |
| 23 | TRUIST FINANCIAL CORP | $215,244 | 4,170 | Hold |
| 24 | Cambridge Investment Research Advisors, Inc. | $215,000 | 4,163 | Trimmed |
| 25 | Medallion Wealth Advisors, LLC | $87,749 | 1,700 | Hold |