| 1 | Geneos Wealth Management Inc. | $32.2M | 726,467 | Added |
| 2 | LPL Financial LLC | $11.9M | 267,844 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 155,412 | Added |
| 4 | Royal Bank of Canada | $6.7M | 150,106 | Added |
| 5 | tru Independence LLC | $3.4M | 76,080 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 73,443 | Added |
| 7 | Betterment LLC | $2.9M | 66,002 | Added |
| 8 | &PARTNERS | $2.3M | 51,641 | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.2M | 49,843 | Added |
| 10 | Cetera Investment Advisers | $2.1M | 46,272 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.0M | 45,854 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 32,344 | New |
| 13 | Perigon Wealth Management, LLC | $1.3M | 29,330 | Added |
| 14 | Ameritas Advisory Services, LLC | $1.2M | 26,747 | New |
| 15 | Prospera Financial Services Inc | $1.1M | 25,349 | Trimmed |
| 16 | NewEdge Advisors, LLC | $892,983 | 20,145 | Added |
| 17 | Proactive Wealth Strategies LLC | $763,614 | 17,227 | Trimmed |
| 18 | BARRETT & COMPANY, INC. | $756,497 | 17,066 | Added |
| 19 | Equitable Holdings, Inc. | $512,440 | 11,561 | Added |
| 20 | JANE STREET GROUP, LLC | $356,166 | 8,035 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $349,760 | 7,890 | Added |
| 22 | Integrated Wealth Concepts LLC | $291,582 | 6,578 | Trimmed |
| 23 | Elevation Capital Advisory, LLC | $212,768 | 4,800 | New |
| 24 | Arax Advisory Partners | $184,400 | 4,160 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $152,062 | 3,430 | Added |