| 1 | LPL Financial LLC | $65.6M | 1.3M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $30.0M | 610,169 | Added |
| 3 | STIFEL FINANCIAL CORP | $9.8M | 198,805 | Added |
| 4 | Sowell Financial Services LLC | $9.3M | 189,583 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.9M | 100,419 | Added |
| 6 | Cetera Investment Advisers | $4.6M | 94,141 | Added |
| 7 | Gladstone Institutional Advisory LLC | $3.7M | 74,474 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 45,812 | Added |
| 9 | Prism Advisors, Inc. | $1.7M | 34,495 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $1.7M | 34,360 | Added |
| 11 | AMARA FINANCIAL, LLC. | $1.4M | 27,863 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 26,638 | Added |
| 13 | Axis Wealth Partners, LLC | $1.3M | 26,091 | Added |
| 14 | Cornerstone Financial Management LLC | $1.3M | 25,863 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $1.2M | 24,264 | Trimmed |
| 16 | MCDONALD PARTNERS LLC | $1.1M | 23,382 | Added |
| 17 | GeoWealth Management, LLC | $1.1M | 21,558 | Added |
| 18 | Allworth Financial LP | $1.0M | 20,988 | Trimmed |
| 19 | Parcion Private Wealth LLC | $915,981 | 18,637 | Added |
| 20 | Private Advisor Group, LLC | $911,521 | 18,546 | Added |
| 21 | Westside Investment Management, Inc. | $855,774 | 17,415 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $825,538 | 17,046 | Added |
| 23 | JPMORGAN CHASE & CO | $824,521 | 16,973 | Added |
| 24 | Golden State Equity Partners | $767,893 | 15,624 | Added |
| 25 | GOLDMAN SACHS GROUP INC | $747,844 | 15,216 | Trimmed |