| 1 | Lido Advisors, LLC | $66.3M | 1.4M | Added |
| 2 | Brookstone Capital Management | $48.0M | 985,884 | Added |
| 3 | Penserra Capital Management LLC | $25.2M | 518,506 | Added |
| 4 | Cerity Partners LLC | $7.3M | 149,464 | Added |
| 5 | Strategic Blueprint, LLC | $7.0M | 142,881 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 119,832 | Added |
| 7 | HighTower Advisors, LLC | $4.2M | 86,599 | Added |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.1M | 84,616 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $4.0M | 81,705 | Added |
| 10 | Cetera Investment Advisers | $3.9M | 79,265 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 63,084 | Added |
| 12 | Beacon Pointe Advisors, LLC | $2.0M | 40,196 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 39,179 | Added |
| 14 | SouthState Bank Corp | $1.9M | 38,514 | New |
| 15 | LPL Financial LLC | $1.8M | 36,968 | Added |
| 16 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.6M | 33,710 | Hold |
| 17 | PRINCIPAL SECURITIES, INC. | $1.6M | 33,317 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $1.5M | 30,572 | Added |
| 19 | Maltin Wealth Management, Inc. | $1.5M | 30,417 | Hold |
| 20 | First Commonwealth Financial Corp /PA/ | $1.4M | 29,454 | Hold |
| 21 | Outlook Wealth Advisors, LLC | $1.4M | 28,247 | Added |
| 22 | Fragasso Financial Advisors Inc | $1.3M | 26,552 | Trimmed |
| 23 | Arkadios Wealth Advisors | $1.2M | 25,102 | New |
| 24 | HB Wealth Management, LLC | $1.2M | 24,600 | New |
| 25 | CORRADO ADVISORS, LLC | $1.2M | 24,555 | Added |