| 1 | Cetera Investment Advisers | $91.8M | 3.0M | Added |
| 2 | LPL Financial LLC | $74.8M | 2.5M | Added |
| 3 | ADAMSBROWN WEALTH CONSULTANTS LLC | $30.6M | 1.0M | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $28.4M | 935,631 | Added |
| 5 | Krilogy Financial LLC | $17.9M | 591,261 | Trimmed |
| 6 | Valley Financial Group, Inc. | $14.6M | 482,366 | Added |
| 7 | IAG Wealth Partners, LLC | $10.0M | 329,667 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $7.1M | 238,521 | New |
| 9 | &PARTNERS | $6.7M | 220,065 | New |
| 10 | BYRNE FINANCIAL FREEDOM, LLC | $6.5M | 214,740 | New |
| 11 | Rockefeller Capital Management L.P. | $6.3M | 206,156 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 202,644 | New |
| 13 | Private Advisor Group, LLC | $3.9M | 127,934 | New |
| 14 | BRADLEY FOSTER & SARGENT INC/CT | $3.0M | 98,028 | New |
| 15 | Cornell Pochily Investment Advisors, Inc. | $2.7M | 87,526 | New |
| 16 | MGO ONE SEVEN LLC | $2.6M | 86,560 | Added |
| 17 | JANE STREET GROUP, LLC | $1.8M | 60,609 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $1.3M | 43,142 | Added |
| 19 | Concurrent Investment Advisors, LLC | $1.2M | 41,068 | New |
| 20 | CHILDRESS CAPITAL ADVISORS, LLC | $1.1M | 35,827 | Added |
| 21 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.1M | 35,798 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 34,467 | Trimmed |
| 23 | Royal Bank of Canada | $940,000 | 31,005 | New |
| 24 | Sowa Financial Group, Inc. | $792,000 | 26,111 | Added |
| 25 | BlueChip Wealth Advisors LLC | $642,026 | 21,175 | New |