| 1 | AE Wealth Management LLC | $122.8M | 1.4M | Added |
| 2 | Clearwater Capital Advisors, LLC | $40.6M | 474,084 | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $26.9M | 314,509 | Trimmed |
| 4 | Vestment Financial LLC | $17.8M | 214,854 | Trimmed |
| 5 | Trajan Wealth LLC | $17.3M | 201,427 | Trimmed |
| 6 | Pacific Sage Partners, LLC | $16.4M | 191,056 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.0M | 186,588 | Added |
| 8 | Wealthcare Advisory Partners LLC | $11.0M | 128,604 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $10.5M | 122,188 | New |
| 10 | Providence Financial Advisors, LLC | $5.9M | 68,547 | Added |
| 11 | Mach-1 Financial Group, LLC | $5.7M | 66,972 | Added |
| 12 | Avior Wealth Management, LLC | $5.6M | 65,564 | Trimmed |
| 13 | LPL Financial LLC | $5.3M | 61,304 | Added |
| 14 | Networth Advisors, LLC | $5.0M | 58,191 | Added |
| 15 | Ridgeline Wealth, LLC | $4.9M | 57,665 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $4.7M | 54,465 | Added |
| 17 | CWS Financial Advisors, LLC | $4.4M | 50,885 | Added |
| 18 | Prosperity Financial Group, Inc. | $3.7M | 43,740 | New |
| 19 | PCG Wealth Advisors, LLC | $3.3M | 38,811 | Added |
| 20 | JPMORGAN CHASE & CO | $3.3M | 38,697 | Trimmed |
| 21 | Madrid Wealth Management, LLC | $2.8M | 32,313 | Added |
| 22 | Fortitude Family Office, LLC | $2.4M | 27,664 | Trimmed |
| 23 | Retirement Planning Group, LLC | $2.1M | 24,182 | Hold |
| 24 | Corus Family Wealth Advisors | $1.6M | 18,462 | Added |
| 25 | Cauble & Harre Wealth Management, Inc. | $1.2M | 14,481 | Added |