| 1 | RPOA Advisors, Inc. | $869.6M | 20.7M | Added |
| 2 | Bank of New York Mellon Corp | $264.1M | 6.3M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $102.6M | 2.4M | Added |
| 4 | TOTAL INVESTMENT MANAGEMENT INC | $71.5M | 1.7M | Added |
| 5 | Integrated Wealth Concepts LLC | $66.9M | 1.6M | Added |
| 6 | Aptus Capital Advisors, LLC | $47.7M | 1.1M | Added |
| 7 | Signal Advisors Wealth, LLC | $44.6M | 1.1M | Added |
| 8 | Tanager Wealth Management LLP | $42.7M | 1.0M | Trimmed |
| 9 | Brookstone Capital Management | $42.4M | 1.0M | Added |
| 10 | CENTRAL TRUST Co | $39.5M | 941,445 | Added |
| 11 | Stadion Money Management, LLC | $33.4M | 798,129 | Added |
| 12 | Glen Eagle Advisors, LLC | $29.4M | 699,904 | Trimmed |
| 13 | Wealthspire Advisors, LLC | $28.4M | 676,711 | New |
| 14 | Royal Bank of Canada | $20.6M | 491,335 | Added |
| 15 | CRUX WEALTH ADVISORS | $13.6M | 323,784 | Added |
| 16 | Carolina Wealth Advisors, LLC | $12.9M | 306,994 | Added |
| 17 | Lord & Richards Wealth Management, LLC | $10.7M | 255,358 | Added |
| 18 | MORGAN STANLEY | $10.0M | 238,030 | Added |
| 19 | Wealth Forward, LLC | $8.9M | 212,034 | Added |
| 20 | Tailwinds Wealth, LLC | $8.0M | 189,927 | Added |
| 21 | LPL Financial LLC | $7.2M | 171,573 | Trimmed |
| 22 | MARIPAU WEALTH MANAGEMENT LLC | $7.2M | 169,814 | Added |
| 23 | SevenBridge Financial Group, LLC | $7.1M | 171,841 | Added |
| 24 | Curran Financial Partners, LLC | $6.3M | 149,356 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $6.0M | 143,614 | Added |