| 1 | Triad Wealth Partners, LLC | $4.4M | 146,291 | Trimmed |
| 2 | Advisory Resource Group | $4.2M | 139,824 | Trimmed |
| 3 | STEPHENS INC /AR/ | $3.2M | 105,253 | Added |
| 4 | Advisory Services Network, LLC | $1.9M | 62,227 | Added |
| 5 | Cetera Investment Advisers | $1.5M | 48,513 | Trimmed |
| 6 | Mariner, LLC | $1.1M | 37,431 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $1.1M | 35,413 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $884,307 | 29,507 | Added |
| 9 | OLD MISSION CAPITAL LLC | $697,238 | 23,265 | New |
| 10 | Accel Wealth Management | $643,485 | 21,471 | Trimmed |
| 11 | Presidio Capital Management, LLC | $634,332 | 21,166 | Hold |
| 12 | MONEY CONCEPTS CAPITAL CORP | $580,912 | 19,383 | Added |
| 13 | Weaver Consulting Group | $577,061 | 19,255 | Trimmed |
| 14 | LVZ, Inc. | $501,085 | 16,720 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $463,000 | 15,459 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $461,795 | 15,408 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $409,820 | 13,674 | Trimmed |
| 18 | Grant Street Asset Management, Inc. | $393,917 | 13,144 | New |
| 19 | QTR Family Wealth, LLC | $364,128 | 12,019 | Hold |
| 20 | Kingsview Wealth Management, LLC | $353,487 | 11,795 | Added |
| 21 | FSB PREMIER WEALTH MANAGEMENT, INC. | $320,003 | 10,678 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $318,326 | 10,747 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $313,300 | 10,454 | Added |
| 24 | CWM, LLC | $296,757 | 9,902 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $264,300 | 8,819 | New |