| 1 | Invesco Ltd. | $625.3M | 19.8M | Added |
| 2 | Stewardship Advisors, LLC | $17.7M | 559,788 | Trimmed |
| 3 | LPL Financial LLC | $16.9M | 533,688 | Added |
| 4 | Private Advisor Group, LLC | $14.5M | 457,060 | Added |
| 5 | ASHTON THOMAS SECURITIES, LLC | $12.2M | 386,300 | Trimmed |
| 6 | Geneos Wealth Management Inc. | $11.8M | 374,081 | Added |
| 7 | Concurrent Investment Advisors, LLC | $9.4M | 297,565 | Added |
| 8 | JANE STREET GROUP, LLC | $7.9M | 250,000 | Added |
| 9 | Total Clarity Wealth Management, Inc. | $6.0M | 190,008 | Added |
| 10 | MORGAN STANLEY | $5.7M | 179,220 | Added |
| 11 | Avestar Capital, LLC | $5.6M | 175,843 | Added |
| 12 | Asset Allocation Strategies LLC | $4.0M | 124,979 | Trimmed |
| 13 | CIBC WORLD MARKET INC. | $3.9M | 124,410 | Added |
| 14 | MGO ONE SEVEN LLC | $2.4M | 76,680 | Trimmed |
| 15 | PAX Financial Group, LLC | $2.1M | 66,610 | Trimmed |
| 16 | FIRETHORN WEALTH PARTNERS, LLC | $1.6M | 50,429 | Added |
| 17 | Sequent Planning LLC | $999,661 | 31,595 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $995,426 | 31,461 | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $855,146 | 27,027 | Added |
| 20 | Cetera Investment Advisers | $835,709 | 26,413 | Added |
| 21 | Keating Financial Advisory Services, Inc. | $723,638 | 22,871 | Added |
| 22 | Sanctuary Advisors, LLC | $648,159 | 20,485 | Added |
| 23 | Farther Finance Advisors, LLC | $635,423 | 19,826 | New |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | $560,906 | 17,728 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $534,906 | 16,906 | Added |