| 1 | RPOA Advisors, Inc. | $326.2M | 3.2M | Added |
| 2 | Integrated Wealth Concepts LLC | $97.9M | 972,871 | Added |
| 3 | Bank of New York Mellon Corp | $65.2M | 648,189 | Added |
| 4 | SENTINEL PENSION ADVISORS, LLC | $61.1M | 1.8M | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $50.6M | 503,315 | Added |
| 6 | MGO ONE SEVEN LLC | $48.3M | 479,766 | Added |
| 7 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $35.2M | 349,866 | Trimmed |
| 8 | LPL Financial LLC | $31.3M | 311,097 | Added |
| 9 | JANE STREET GROUP, LLC | $12.4M | 122,788 | Trimmed |
| 10 | FLAGSHIP WEALTH ADVISORS, LLC | $11.7M | 116,558 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.7M | 116,001 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $10.5M | 104,277 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $10.4M | 102,888 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $7.2M | 71,139 | Added |
| 15 | Wealth Forward, LLC | $7.1M | 71,072 | Added |
| 16 | VestGen Advisors, LLC | $6.9M | 69,005 | Trimmed |
| 17 | Sunrise Financial Services, LLC | $6.5M | 65,061 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 63,759 | Added |
| 19 | Stratos Wealth Partners, LTD. | $5.6M | 55,407 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $5.0M | 49,712 | Added |
| 21 | Cetera Investment Advisers | $4.7M | 46,964 | Added |
| 22 | Innovative Wealth Building LLC | $4.2M | 41,755 | Added |
| 23 | MORGAN STANLEY | $3.9M | 38,758 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $3.7M | 36,406 | Added |
| 25 | Zhang Financial LLC | $3.6M | 36,261 | Added |