| 1 | Gradient Investments LLC | $54.4M | 1.1M | Trimmed |
| 2 | Tanager Wealth Management LLP | $29.1M | 570,525 | Added |
| 3 | Royal Bank of Canada | $13.8M | 270,021 | Added |
| 4 | Strait & Sound Wealth Management LLC | $7.0M | 137,857 | Added |
| 5 | Lido Advisors, LLC | $6.6M | 129,097 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $5.7M | 111,777 | Added |
| 7 | Mattson Financial Services, LLC | $4.7M | 92,345 | Trimmed |
| 8 | S&A Financial Services, Inc. | $3.2M | 62,030 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47,175 | New |
| 10 | Paladin Wealth, LLC | $2.4M | 46,514 | Added |
| 11 | Diversified Portfolios, Inc. | $2.0M | 38,833 | Trimmed |
| 12 | Compass Financial Group, Inc. (Ohio) | $2.0M | 38,315 | Added |
| 13 | HighTower Advisors, LLC | $1.1M | 20,800 | Added |
| 14 | CITADEL ADVISORS LLC | $795,383 | 15,582 | Added |
| 15 | Cetera Investment Advisers | $700,388 | 13,721 | Added |
| 16 | MONECO Advisors, LLC | $679,205 | 13,306 | Added |
| 17 | Grantvest Financial Group LLC | $661,798 | 12,965 | Hold |
| 18 | Capstone Wealth Management Group, Inc. | $652,866 | 12,790 | New |
| 19 | JANE STREET GROUP, LLC | $595,644 | 11,669 | Added |
| 20 | ARGUS INVESTORS' COUNSEL, INC. | $465,326 | 9,116 | Hold |
| 21 | NOTTINGHAM ADVISORS, INC. | $258,951 | 5,073 | Hold |
| 22 | Advisory Services Network, LLC | $248,436 | 4,867 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $212,998 | 4,173 | Trimmed |
| 24 | Global Retirement Partners, LLC | $210,104 | 4,116 | Added |
| 25 | OSAIC HOLDINGS, INC. | $14,701 | 288 | Trimmed |