| 1 | MORGAN STANLEY | $87.6M | 1.3M | Added |
| 2 | LPL Financial LLC | $84.8M | 1.3M | Added |
| 3 | Amplius Wealth Advisors, LLC | $63.9M | 969,164 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $58.2M | 881,877 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $44.1M | 668,560 | Added |
| 6 | Portfolio Strategies, Inc. | $27.4M | 415,504 | Trimmed |
| 7 | Private Advisor Group, LLC | $24.6M | 372,162 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $23.2M | 351,045 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $11.6M | 175,402 | Trimmed |
| 10 | Royal Bank of Canada | $11.4M | 173,390 | Trimmed |
| 11 | Cetera Investment Advisers | $9.5M | 144,179 | Added |
| 12 | GM Advisory Group, LLC | $8.5M | 128,580 | Added |
| 13 | Goodman Advisory Group, LLC | $8.3M | 125,586 | Trimmed |
| 14 | TWO SIGMA INVESTMENTS, LP | $7.4M | 112,700 | Added |
| 15 | PLANWISER FINANCIAL, LLC | $6.3M | 87,638 | Added |
| 16 | &PARTNERS | $5.9M | 89,836 | Trimmed |
| 17 | Walker Asset Management, LLC | $5.3M | 79,642 | Added |
| 18 | IHT Wealth Management, LLC | $5.0M | 76,282 | Trimmed |
| 19 | Wealthcare Advisory Partners LLC | $4.7M | 71,529 | Added |
| 20 | Visionary Wealth Advisors | $4.7M | 70,702 | Added |
| 21 | Elevation Capital Advisory, LLC | $4.6M | 70,205 | Added |
| 22 | Larson Financial Group LLC | $4.5M | 68,506 | Added |
| 23 | WCG Wealth Advisors LLC | $4.2M | 63,343 | Added |
| 24 | Redwood Financial Network Corp | $4.0M | 60,261 | Added |
| 25 | Western Wealth Management, LLC | $3.9M | 58,553 | Added |