| 1 | LPL Financial LLC | $664.0M | 22.0M | Added |
| 2 | MORGAN STANLEY | $272.9M | 9.1M | Added |
| 3 | JPMORGAN CHASE & CO | $228.7M | 7.6M | Added |
| 4 | TIAA Wealth Investment Management LLC | $86.4M | 2.9M | New |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $72.8M | 2.4M | Added |
| 6 | FLOW TRADERS U.S. LLC | $59.0M | 2.0M | New |
| 7 | RAYMOND JAMES FINANCIAL INC | $56.9M | 1.9M | Added |
| 8 | Parcion Private Wealth LLC | $46.2M | 1.5M | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $45.8M | 1.5M | Added |
| 10 | Tidal Investments LLC | $41.7M | 1.4M | Trimmed |
| 11 | Cardinal Point Capital Management ULC | $37.2M | 1.2M | Added |
| 12 | Beacon Pointe Advisors, LLC | $32.2M | 1.1M | Added |
| 13 | Edge Wealth Management LLC | $32.0M | 1.1M | New |
| 14 | Goldstein Advisors, LLC | $32.0M | 1.1M | Added |
| 15 | Savant Capital, LLC | $28.8M | 955,805 | Trimmed |
| 16 | POTOMAC FUND MANAGEMENT INC /ADV | $28.5M | 945,021 | Added |
| 17 | Royal Bank of Canada | $27.8M | 922,338 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 742,623 | Added |
| 19 | Farther Finance Advisors, LLC | $22.4M | 739,944 | Added |
| 20 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $20.6M | 682,558 | Added |
| 21 | Concurrent Investment Advisors, LLC | $19.9M | 661,094 | Added |
| 22 | ROCKLAND TRUST CO | $18.9M | 627,654 | Added |
| 23 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $18.5M | 612,604 | Added |
| 24 | Penserra Capital Management LLC | $17.8M | 589,782 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 588,269 | Added |