| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $480.9M | 12.2M | Added |
| 2 | Mason Investment Advisory Services, Inc. | $220.8M | 5.6M | Added |
| 3 | LPL Financial LLC | $50.2M | 1.3M | Added |
| 4 | MORGAN STANLEY | $39.8M | 1.0M | New |
| 5 | OneDigital Investment Advisors LLC | $22.6M | 573,981 | Added |
| 6 | Private Advisor Group, LLC | $13.8M | 350,410 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $11.7M | 298,062 | Added |
| 8 | Northwest Wealth Advisors, LLC | $4.3M | 109,900 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 98,186 | Added |
| 10 | Cetera Investment Advisers | $3.6M | 90,713 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 71,056 | Added |
| 12 | OSAIC HOLDINGS, INC. | $2.8M | 70,541 | Trimmed |
| 13 | KWB Wealth | $2.3M | 52,435 | Hold |
| 14 | Cambridge Investment Research Advisors, Inc. | $2.1M | 53,532 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 45,437 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.3M | 31,897 | Added |
| 17 | JANE STREET GROUP, LLC | $601,993 | 15,314 | New |
| 18 | CITADEL ADVISORS LLC | $581,749 | 14,799 | Added |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $435,053 | 10,458 | Added |
| 20 | Vertex Planning Partners, LLC | $388,316 | 9,878 | Hold |
| 21 | MONEY CONCEPTS CAPITAL CORP | $376,000 | 9,565 | New |
| 22 | Arkadios Wealth Advisors | $373,170 | 9,493 | New |
| 23 | GeoWealth Management, LLC | $332,877 | 8,468 | Added |
| 24 | Geneos Wealth Management Inc. | $299,778 | 7,626 | Trimmed |
| 25 | Keystone Financial Group | $297,578 | 7,570 | Trimmed |