| 1 | JPMORGAN CHASE & CO | $1.53B | 21.6M | Added |
| 2 | Dynasty Wealth Management, LLC | $588.2M | 8.2M | Added |
| 3 | LPL Financial LLC | $479.8M | 6.7M | Added |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $341.9M | 4.8M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $196.6M | 2.7M | Added |
| 6 | OpenArc Corporate Advisory, LLC | $167.7M | 2.3M | Added |
| 7 | MORGAN STANLEY | $134.1M | 1.9M | Added |
| 8 | Cetera Investment Advisers | $128.3M | 1.8M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $127.1M | 1.8M | Added |
| 10 | Royal Bank of Canada | $86.1M | 1.2M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $86.1M | 1.2M | Trimmed |
| 12 | Vestmark Advisory Solutions, Inc. | $78.8M | 1.1M | Added |
| 13 | Avior Wealth Management, LLC | $70.2M | 978,139 | Trimmed |
| 14 | PNC Financial Services Group, Inc. | $69.9M | 973,671 | Trimmed |
| 15 | STEPH & CO | $65.6M | 914,389 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $62.2M | 884,672 | Added |
| 17 | ORRSTOWN FINANCIAL SERVICES INC | $60.9M | 848,841 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $60.1M | 837,053 | Trimmed |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $56.7M | 790,724 | Added |
| 20 | Kestra Advisory Services, LLC | $44.2M | 616,428 | Added |
| 21 | CI INVESTMENTS INC. | $39.3M | 547,918 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $39.0M | 543,980 | Added |
| 23 | FSM Wealth Advisors, LLC | $37.7M | 524,892 | Added |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $35.6M | 495,706 | New |
| 25 | Intellus Advisors LLC | $34.6M | 481,617 | Added |