| 1 | Penserra Capital Management LLC | $26.5M | 554,817 | Added |
| 2 | Lantz Financial LLC | $13.2M | 275,590 | Trimmed |
| 3 | Cerity Partners LLC | $10.1M | 211,482 | Added |
| 4 | OSAIC HOLDINGS, INC. | $8.8M | 184,374 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 147,328 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 137,310 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.0M | 104,492 | Added |
| 8 | McAlister, Sweet & Associates, Inc. | $3.8M | 80,480 | Hold |
| 9 | Janney Montgomery Scott LLC | $3.7M | 77,764 | Trimmed |
| 10 | My Personal CFO, LLC | $2.8M | 58,915 | Trimmed |
| 11 | LPL Financial LLC | $2.7M | 56,261 | Trimmed |
| 12 | Three Seasons Wealth, LLC | $2.6M | 53,917 | Hold |
| 13 | Cetera Investment Advisers | $2.4M | 50,705 | Trimmed |
| 14 | OLD MISSION CAPITAL LLC | $2.2M | 46,503 | Added |
| 15 | Kestra Advisory Services, LLC | $1.8M | 38,408 | Trimmed |
| 16 | Fragasso Financial Advisors Inc | $1.8M | 37,647 | Hold |
| 17 | MML INVESTORS SERVICES, LLC | $1.8M | 36,824 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 35,321 | Trimmed |
| 19 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 35,285 | Hold |
| 20 | HighTower Advisors, LLC | $1.7M | 34,522 | Trimmed |
| 21 | Buska Wealth Management, LLC | $1.6M | 33,460 | Trimmed |
| 22 | Snowden Capital Advisors LLC | $1.6M | 32,964 | Hold |
| 23 | Beacon Pointe Advisors, LLC | $1.5M | 31,708 | Trimmed |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | $1.5M | 31,399 | Hold |
| 25 | Lido Advisors, LLC | $1.4M | 29,895 | Trimmed |