| 1 | Cetera Investment Advisers | $12.2M | 388,677 | Trimmed |
| 2 | STEPHENS INC /AR/ | $3.1M | 98,533 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 53,643 | Added |
| 4 | Advisory Resource Group | $1.4M | 42,987 | Added |
| 5 | Rockefeller Capital Management L.P. | $774,318 | 24,597 | Trimmed |
| 6 | Castleview Partners, LLC | $727,723 | 23,117 | Trimmed |
| 7 | LVZ, Inc. | $685,414 | 21,773 | Added |
| 8 | OLD MISSION CAPITAL LLC | $671,153 | 21,320 | Added |
| 9 | Kestra Advisory Services, LLC | $663,011 | 21,061 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $599,757 | 19,052 | Added |
| 11 | MML INVESTORS SERVICES, LLC | $596,563 | 18,951 | Added |
| 12 | UPTICK PARTNERS, LLC | $503,649 | 15,999 | Added |
| 13 | HARBOUR INVESTMENTS, INC. | $440,342 | 13,988 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $428,569 | 13,614 | Added |
| 15 | Triad Wealth Partners, LLC | $393,255 | 12,558 | Added |
| 16 | Accel Wealth Management | $384,314 | 12,208 | Trimmed |
| 17 | Focus Financial Network, Inc. | $322,093 | 10,232 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $246,670 | 7,836 | Added |
| 19 | MONEY CONCEPTS CAPITAL CORP | $206,824 | 6,570 | New |
| 20 | BARCLAYS PLC | $203,109 | 6,452 | Hold |
| 21 | OSAIC HOLDINGS, INC. | $58,049 | 1,844 | New |
| 22 | Capital Investment Advisory Services, LLC | $31,480 | 1,000 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $18,925 | 601 | Added |
| 24 | Global Retirement Partners, LLC | $4,942 | 157 | New |
| 25 | UBS Group AG | $0 | 0 | Exited |