| 1 | RPOA Advisors, Inc. | $1.57B | 11.0M | Added |
| 2 | Integrated Wealth Concepts LLC | $699.0M | 4.9M | Added |
| 3 | Bank of New York Mellon Corp | $257.9M | 1.8M | Added |
| 4 | MORGAN STANLEY | $228.2M | 1.6M | Added |
| 5 | SENTINEL PENSION ADVISORS, LLC | $146.6M | 3.1M | Added |
| 6 | Aptus Capital Advisors, LLC | $117.0M | 815,965 | Trimmed |
| 7 | Wealthspire Advisors, LLC | $98.6M | 687,689 | Added |
| 8 | Stadion Money Management, LLC | $82.2M | 574,513 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $74.4M | 519,190 | Trimmed |
| 10 | Tidal Investments LLC | $58.5M | 409,475 | Trimmed |
| 11 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $56.0M | 390,319 | Added |
| 12 | LPL Financial LLC | $52.8M | 367,942 | Added |
| 13 | Royal Bank of Canada | $46.5M | 324,262 | Trimmed |
| 14 | Zhang Financial LLC | $41.7M | 290,869 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.2M | 280,378 | Trimmed |
| 16 | JDM Financial Group LLC | $34.5M | 343,702 | Added |
| 17 | HighTower Advisors, LLC | $30.3M | 211,293 | Added |
| 18 | WealthBridge Capital Management, LLC | $22.3M | 155,823 | Added |
| 19 | Kestra Advisory Services, LLC | $21.9M | 152,466 | Added |
| 20 | MGO ONE SEVEN LLC | $21.0M | 146,767 | Added |
| 21 | Cetera Investment Advisers | $20.3M | 141,380 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $18.4M | 128,639 | Added |
| 23 | VAQUERO PRIVATE WEALTH, LTD | $18.1M | 126,339 | New |
| 24 | Carolina Wealth Advisors, LLC | $16.9M | 118,144 | Added |
| 25 | UBS Group AG | $14.2M | 99,349 | Trimmed |