| 1 | RPOA Advisors, Inc. | $196.9M | 1.8M | Trimmed |
| 2 | Bank of New York Mellon Corp | $60.7M | 550,459 | Added |
| 3 | FLOW TRADERS U.S. LLC | $9.5M | 86,150 | Added |
| 4 | Geneos Wealth Management Inc. | $7.7M | 69,515 | Added |
| 5 | DIVERSIFY WEALTH MANAGEMENT, LLC | $5.8M | 50,462 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $4.1M | 37,453 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $2.8M | 25,555 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $1.5M | 13,421 | Trimmed |
| 9 | Zhang Financial LLC | $1.3M | 11,431 | Hold |
| 10 | MORGAN STANLEY | $1.1M | 9,688 | Added |
| 11 | Cetera Investment Advisers | $1.1M | 9,554 | Added |
| 12 | Symphony Financial, Ltd. Co. | $936,167 | 8,595 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $830,521 | 7,529 | Trimmed |
| 14 | SENTINEL PENSION ADVISORS, LLC | $801,771 | 7,269 | Hold |
| 15 | Key Financial Inc | $800,049 | 7,253 | Added |
| 16 | Financial Engines Advisors L.L.C. | $768,281 | 6,965 | Added |
| 17 | LPL Financial LLC | $639,774 | 5,800 | Added |
| 18 | CRUX WEALTH ADVISORS | $587,726 | 5,328 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $575,245 | 5,215 | Trimmed |
| 20 | Sunrise Financial Services, LLC | $552,522 | 5,009 | Trimmed |
| 21 | INSIGNEO ADVISORY SERVICES, LLC | $546,897 | 4,958 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $533,219 | 4,834 | New |
| 23 | PRINCIPAL SECURITIES, INC. | $385,850 | 3,498 | Trimmed |
| 24 | Krilogy Financial LLC | $266,803 | 2,301 | New |
| 25 | Equitable Holdings, Inc. | $264,385 | 2,427 | New |