| 1 | FMR LLC | $512.8M | 7.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $96.1M | 1.3M | Added |
| 3 | Orgel Wealth Management, LLC | $65.3M | 900,088 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $65.3M | 899,808 | Added |
| 5 | High Probability Advisors, LLC | $23.7M | 326,720 | Added |
| 6 | JPMORGAN CHASE & CO | $18.5M | 261,976 | Added |
| 7 | Great Lakes Retirement, Inc. | $17.8M | 244,818 | Added |
| 8 | SMITH CHAS P & ASSOCIATES PA CPAS | $13.1M | 180,306 | Added |
| 9 | Cetera Investment Advisers | $12.4M | 171,126 | Added |
| 10 | BEACON FINANCIAL GROUP | $10.1M | 139,768 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $9.4M | 128,983 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 123,470 | Trimmed |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $8.3M | 114,532 | Trimmed |
| 14 | LPL Financial LLC | $7.9M | 109,176 | Added |
| 15 | PRINCIPAL SECURITIES, INC. | $5.9M | 81,411 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.7M | 78,174 | Added |
| 17 | Sunbelt Securities, Inc. | $5.2M | 72,163 | Trimmed |
| 18 | MORGAN STANLEY | $4.9M | 67,778 | Added |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.8M | 65,682 | Added |
| 20 | OSAIC HOLDINGS, INC. | $4.7M | 64,130 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $4.6M | 63,519 | Added |
| 22 | Keystone Wealth Services, LLC | $3.8M | 51,742 | Added |
| 23 | OmniStar Financial Group, Inc. | $3.6M | 49,770 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $3.5M | 47,841 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $3.3M | 44,930 | New |