| 1 | Lido Advisors, LLC | $114.2M | 2.1M | Trimmed |
| 2 | Cerity Partners LLC | $27.7M | 519,837 | Added |
| 3 | Penserra Capital Management LLC | $26.0M | 487,968 | Added |
| 4 | COFG Advisors, LLC | $20.4M | 383,163 | Added |
| 5 | INTEGRAL INVESTMENT ADVISORS, INC. | $16.0M | 300,336 | Added |
| 6 | LPL Financial LLC | $9.9M | 184,989 | Added |
| 7 | HighTower Advisors, LLC | $9.4M | 175,975 | Trimmed |
| 8 | Macco Financial Group, Inc. | $7.5M | 141,289 | Added |
| 9 | OSAIC HOLDINGS, INC. | $6.6M | 123,925 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 108,092 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 89,415 | Trimmed |
| 12 | Cetera Investment Advisers | $4.3M | 79,878 | Added |
| 13 | Hardworking Capital Advisors, LLC | $4.0M | 74,926 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.8M | 70,910 | Trimmed |
| 15 | My Personal CFO, LLC | $3.6M | 68,328 | Trimmed |
| 16 | First Commonwealth Financial Corp /PA/ | $2.9M | 55,355 | Trimmed |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.7M | 51,496 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $2.1M | 40,205 | Added |
| 19 | Benson Wealth Management INC | $2.1M | 38,843 | Trimmed |
| 20 | Maltin Wealth Management, Inc. | $2.0M | 37,494 | Hold |
| 21 | Orion Porfolio Solutions, LLC | $1.9M | 35,356 | Added |
| 22 | HB Wealth Management, LLC | $1.9M | 34,779 | Added |
| 23 | Southland Equity Partners LLC | $1.6M | 30,908 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.6M | 30,034 | Trimmed |
| 25 | TopTier Wealth Management, LLC | $1.5M | 28,432 | Trimmed |