| 1 | Geneos Wealth Management Inc. | $31.1M | 701,803 | Added |
| 2 | LPL Financial LLC | $11.3M | 253,950 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 138,826 | Added |
| 4 | tru Independence LLC | $3.1M | 70,968 | Added |
| 5 | Royal Bank of Canada | $2.8M | 63,120 | Added |
| 6 | Betterment LLC | $2.7M | 60,028 | Added |
| 7 | Cetera Investment Advisers | $1.9M | 43,769 | Added |
| 8 | CITADEL ADVISORS LLC | $1.8M | 41,241 | Added |
| 9 | Independent Advisor Alliance | $1.8M | 40,202 | New |
| 10 | JANE STREET GROUP, LLC | $1.6M | 36,722 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.4M | 32,209 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.3M | 29,379 | Added |
| 13 | Perigon Wealth Management, LLC | $1.2M | 26,792 | Trimmed |
| 14 | Prospera Financial Services Inc | $1.1M | 25,360 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 23,205 | Trimmed |
| 16 | Proactive Wealth Strategies LLC | $790,856 | 17,836 | Added |
| 17 | Equitable Holdings, Inc. | $423,493 | 9,360 | New |
| 18 | BARRETT & COMPANY, INC. | $387,981 | 8,750 | New |
| 19 | Integrated Wealth Concepts LLC | $299,167 | 6,747 | New |
| 20 | Altus Wealth Group LLC | $203,524 | 4,590 | Trimmed |
| 21 | Arax Advisory Partners | $186,675 | 4,210 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $143,304 | 3,232 | Hold |
| 23 | NewEdge Advisors, LLC | $108,042 | 18,096 | Trimmed |
| 24 | HARBOUR INVESTMENTS, INC. | $100,630 | 2,269 | New |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $55,419 | 1,250 | Trimmed |