| 1 | True North Advisors, LLC | $29.4M | 409,040 | Added |
| 2 | AMERICAN CENTURY COMPANIES INC | $18.2M | 253,055 | Added |
| 3 | Freedom Investment Management, Inc. | $14.7M | 205,183 | Trimmed |
| 4 | CWM, LLC | $12.5M | 173,363 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 160,597 | Added |
| 6 | ADAMSBROWN WEALTH CONSULTANTS LLC | $8.6M | 119,677 | New |
| 7 | PARK AVENUE SECURITIES LLC | $6.8M | 94,352 | Added |
| 8 | Simplicity Wealth,LLC | $6.2M | 85,631 | Trimmed |
| 9 | Cornerstone Wealth Partners, LLC | $5.7M | 78,805 | Added |
| 10 | Nvest Wealth Strategies, Inc. | $4.0M | 56,116 | New |
| 11 | OneDigital Investment Advisors LLC | $3.9M | 53,748 | Trimmed |
| 12 | Integrated Wealth Concepts LLC | $3.6M | 49,641 | Added |
| 13 | Kelman-Lazarov, Inc. | $3.5M | 49,358 | Trimmed |
| 14 | BOYUM WEALTH ARCHITECTS LLC | $3.3M | 43,374 | New |
| 15 | MML INVESTORS SERVICES, LLC | $2.6M | 35,598 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $2.3M | 31,956 | New |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 27,422 | Added |
| 18 | LAM GROUP, INC. | $1.5M | 20,900 | Added |
| 19 | CoreCap Advisors, LLC | $1.4M | 18,795 | Added |
| 20 | Plancorp, LLC | $1.2M | 16,323 | Added |
| 21 | Mariner, LLC | $1.2M | 17,198 | New |
| 22 | ENDEAVOR PRIVATE WEALTH, INC. | $1.1M | 15,692 | Added |
| 23 | DIXON FNANCIAL SERVICES, INC. | $1.0M | 14,540 | Hold |
| 24 | Atlanta Consulting Group Advisors, LLC | $1.0M | 14,067 | Added |
| 25 | Farther Finance Advisors, LLC | $997,954 | 13,585 | Added |