| 1 | STEPHENS INC /AR/ | $3.1M | 104,507 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $2.4M | 80,512 | Added |
| 3 | Advisory Resource Group | $2.0M | 68,886 | Added |
| 4 | Sequent Planning LLC | $2.0M | 67,904 | Trimmed |
| 5 | Accel Wealth Management | $1.4M | 47,205 | Added |
| 6 | Triad Wealth Partners, LLC | $990,131 | 33,350 | Trimmed |
| 7 | Cetera Investment Advisers | $787,848 | 26,536 | Trimmed |
| 8 | Mariner, LLC | $732,084 | 24,658 | Added |
| 9 | UPTICK PARTNERS, LLC | $713,723 | 24,040 | New |
| 10 | Kestra Advisory Services, LLC | $691,806 | 23,301 | Trimmed |
| 11 | OLD MISSION CAPITAL LLC | $554,213 | 18,667 | New |
| 12 | Rockefeller Capital Management L.P. | $531,739 | 17,910 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $496,480 | 16,722 | Added |
| 14 | Focus Financial Network, Inc. | $390,970 | 13,169 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $385,964 | 13,000 | Added |
| 16 | PFG Advisors | $369,278 | 12,438 | Hold |
| 17 | QTR Family Wealth, LLC | $312,579 | 10,378 | Hold |
| 18 | WORLD EQUITY GROUP, INC. | $306,962 | 10,339 | Trimmed |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $301,853 | 10,167 | Trimmed |
| 20 | FSB PREMIER WEALTH MANAGEMENT, INC. | $279,334 | 9,409 | Added |
| 21 | LVZ, Inc. | $246,067 | 8,288 | New |
| 22 | SUMMIT WEALTH GROUP LLC / CO | $222,701 | 7,501 | Hold |
| 23 | Keystone Wealth Services, LLC | $214,359 | 7,220 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $34,173 | 1,151 | Hold |
| 25 | BARCLAYS PLC | $27,017 | 910 | Trimmed |