| 1 | MORGAN STANLEY | $44.0M | 1.1M | Trimmed |
| 2 | LPL Financial LLC | $18.9M | 476,311 | Added |
| 3 | Tidemark, LLC | $16.2M | 407,816 | Added |
| 4 | OneDigital Investment Advisors LLC | $12.7M | 319,248 | Trimmed |
| 5 | Stewardship Advisors, LLC | $11.2M | 282,078 | Added |
| 6 | EARNED WEALTH ADVISORS, LLC | $10.8M | 272,900 | Added |
| 7 | Cetera Investment Advisers | $10.7M | 269,132 | Added |
| 8 | Avestar Capital, LLC | $5.0M | 126,704 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $2.7M | 67,706 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 66,925 | Added |
| 11 | Vestmark Advisory Solutions, Inc. | $2.0M | 50,399 | Added |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $1.9M | 48,034 | Added |
| 13 | OSAIC HOLDINGS, INC. | $1.6M | 40,394 | Added |
| 14 | Ethos Financial Group, LLC | $1.5M | 39,689 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.5M | 37,898 | Trimmed |
| 16 | Columbus Macro, LLC | $1.5M | 37,210 | Added |
| 17 | Efficient Advisors, LLC | $1.4M | 35,208 | Added |
| 18 | Asset Allocation Strategies LLC | $1.2M | 31,486 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.2M | 30,901 | Added |
| 20 | Comprehensive Wealth Management, LLC | $1.2M | 29,664 | Added |
| 21 | Private Advisor Group, LLC | $956,426 | 24,100 | Added |
| 22 | Global Wealth Management Investment Advisory, Inc. | $917,528 | 23,120 | Added |
| 23 | Financial Enhancement Group LLC | $863,682 | 21,426 | New |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $806,058 | 20,311 | New |
| 25 | Empirical Asset Management, LLC | $737,889 | 18,593 | Added |