| 1 | AE Wealth Management LLC | $90.6M | 1.3M | Added |
| 2 | Clearwater Capital Advisors, LLC | $31.4M | 464,766 | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $23.4M | 346,266 | Added |
| 4 | Vestment Financial LLC | $16.8M | 221,533 | Trimmed |
| 5 | Trajan Wealth LLC | $13.9M | 206,203 | Trimmed |
| 6 | Pacific Sage Partners, LLC | $10.0M | 147,423 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $9.8M | 144,729 | Added |
| 8 | Wealthcare Advisory Partners LLC | $9.1M | 133,954 | Added |
| 9 | TOUNJIAN ADVISORY PARTNERS, LLC | $5.1M | 75,124 | Trimmed |
| 10 | Avior Wealth Management, LLC | $4.7M | 70,000 | Trimmed |
| 11 | Mach-1 Financial Group, LLC | $4.3M | 63,004 | Added |
| 12 | Ridgeline Wealth, LLC | $4.0M | 58,444 | Trimmed |
| 13 | LPL Financial LLC | $3.4M | 49,829 | Added |
| 14 | JANE STREET GROUP, LLC | $2.9M | 42,181 | Added |
| 15 | JPMORGAN CHASE & CO | $2.7M | 41,744 | Trimmed |
| 16 | PCG Wealth Advisors, LLC | $2.6M | 38,356 | New |
| 17 | Networth Advisors, LLC | $2.4M | 34,951 | Added |
| 18 | Providence Financial Advisors, LLC | $2.2M | 32,813 | New |
| 19 | Madrid Wealth Management, LLC | $2.1M | 31,462 | Added |
| 20 | Fortitude Family Office, LLC | $2.1M | 30,760 | Trimmed |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 26,981 | New |
| 22 | CWS Financial Advisors, LLC | $1.7M | 25,609 | New |
| 23 | Retirement Planning Group, LLC | $1.6M | 24,182 | Trimmed |
| 24 | Corus Family Wealth Advisors | $1.2M | 17,871 | Added |
| 25 | Quantum Financial Advisors, LLC | $1.1M | 16,503 | Hold |