| 1 | Orgel Wealth Management, LLC | $266.0M | 3.5M | New |
| 2 | Beaird Harris Wealth Management, LLC | $10.3M | 134,655 | Added |
| 3 | CGN Advisors LLC | $5.4M | 71,014 | New |
| 4 | Werba Rubin Papier Wealth Management | $5.1M | 66,692 | Added |
| 5 | Integrated Wealth Concepts LLC | $4.3M | 55,970 | New |
| 6 | Keystone Financial Group, Inc. | $3.7M | 48,256 | Added |
| 7 | Pinnacle Financial Group, LLC / IL | $2.9M | 38,682 | Added |
| 8 | TD Waterhouse Canada Inc. | $2.1M | 27,368 | Trimmed |
| 9 | Robertson Stephens Wealth Management, LLC | $1.6M | 21,027 | Added |
| 10 | Sanctuary Advisors, LLC | $1.5M | 20,198 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 18,632 | Added |
| 12 | Mills Wealth Advisors LLC | $1.3M | 17,314 | Trimmed |
| 13 | Englebert Financial Advisers, LLC | $1.3M | 16,859 | New |
| 14 | North Star Investment Management Corp. | $1.3M | 16,834 | Added |
| 15 | JANE STREET GROUP, LLC | $1.1M | 14,875 | New |
| 16 | CITADEL ADVISORS LLC | $1.0M | 13,199 | New |
| 17 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $991,098 | 12,998 | New |
| 18 | Prospera Financial Services Inc | $835,698 | 10,960 | Hold |
| 19 | American Investment Services, Inc. | $826,065 | 10,834 | Trimmed |
| 20 | Eldridge Investment Advisors, Inc. | $823,664 | 10,802 | New |
| 21 | HAZLETT, BURT & WATSON, INC. | $804,000 | 10,496 | Added |
| 22 | AQR CAPITAL MANAGEMENT LLC | $765,855 | 10,044 | Hold |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $743,503 | 9,770 | Trimmed |
| 24 | Betterment LLC | $582,000 | 7,627 | New |
| 25 | Mariner, LLC | $519,024 | 6,823 | New |