| 1 | LPL Financial LLC | $60.5M | 2.9M | Added |
| 2 | Legacy Financial Group LLC | $17.7M | 840,770 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $16.8M | 799,650 | Added |
| 4 | Equitable Holdings, Inc. | $13.0M | 602,299 | Trimmed |
| 5 | Cetera Investment Advisers | $12.2M | 580,655 | Added |
| 6 | UBS Group AG | $10.2M | 483,657 | Added |
| 7 | Leo Wealth, LLC | $8.8M | 418,693 | Trimmed |
| 8 | MORGAN STANLEY | $8.7M | 415,119 | Added |
| 9 | Modern Wealth Management, LLC | $8.6M | 408,896 | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $8.5M | 403,580 | Trimmed |
| 11 | IHT Wealth Management, LLC | $8.2M | 391,229 | Added |
| 12 | SFE Investment Counsel | $7.7M | 366,124 | Added |
| 13 | OSAIC HOLDINGS, INC. | $7.6M | 359,676 | Trimmed |
| 14 | CAPTRUST FINANCIAL ADVISORS | $7.3M | 348,291 | Added |
| 15 | IMA Advisory Services, Inc. | $6.9M | 330,313 | Added |
| 16 | Stablepoint Partners, LLC | $6.7M | 319,190 | New |
| 17 | BANTA ASSET MANAGEMENT LP | $6.7M | 318,620 | Added |
| 18 | Advisory Alpha, LLC | $4.6M | 217,659 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $4.1M | 195,551 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $3.9M | 186,679 | Added |
| 21 | HOWARD WEALTH MANAGEMENT, LLC | $3.9M | 185,057 | Added |
| 22 | JANE STREET GROUP, LLC | $3.8M | 180,297 | Trimmed |
| 23 | Royal Bank of Canada | $3.6M | 169,579 | Added |
| 24 | Oder Investment Management, LLC | $3.1M | 145,376 | Added |
| 25 | Prospera Financial Services Inc | $2.9M | 139,140 | Added |