| 1 | AE Wealth Management LLC | $62.7M | 2.2M | Added |
| 2 | LPL Financial LLC | $38.2M | 1.3M | Added |
| 3 | JANE STREET GROUP, LLC | $31.9M | 1.1M | Added |
| 4 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $31.2M | 1.1M | Trimmed |
| 5 | Rockefeller Capital Management L.P. | $21.0M | 729,311 | Added |
| 6 | CATALYST PRIVATE WEALTH, LLC | $16.5M | 572,811 | Added |
| 7 | National Philanthropic Trust | $14.9M | 517,243 | New |
| 8 | Pinnacle Wealth Management, LLC | $13.4M | 463,091 | New |
| 9 | Marshall Financial Group, LLC | $12.5M | 431,569 | New |
| 10 | Steward Partners Investment Advisory, LLC | $10.1M | 350,146 | Added |
| 11 | Family Management Corp | $9.1M | 316,581 | Added |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $8.9M | 306,806 | New |
| 13 | Astoria Portfolio Advisors LLC. | $7.8M | 260,412 | Trimmed |
| 14 | Mariner, LLC | $7.6M | 262,766 | Added |
| 15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $6.4M | 222,888 | Trimmed |
| 16 | Hobbs Group Advisors, LLC | $6.4M | 221,239 | Added |
| 17 | Alpha Financial Partners, LLC | $6.1M | 210,449 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $5.8M | 200,116 | New |
| 19 | Stratos Investment Management, LLC | $5.7M | 198,465 | New |
| 20 | Fortis Group Advisors, LLC | $5.2M | 172,385 | New |
| 21 | Atria Investments, Inc | $4.9M | 170,274 | Added |
| 22 | Private Advisor Group, LLC | $4.5M | 155,483 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $4.4M | 150,971 | New |
| 24 | Savvy Advisors, Inc. | $4.3M | 147,834 | New |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 142,026 | Added |