| 1 | Concurrent Investment Advisors, LLC | $18.6M | 600,703 | Added |
| 2 | Capital International Investors | $17.0M | 550,000 | Trimmed |
| 3 | Capital Group Private Client Services, Inc. | $16.2M | 525,336 | Added |
| 4 | VVR Holdings LLC | $12.9M | 417,651 | Added |
| 5 | RM Financial Services, LLC | $7.1M | 229,302 | Added |
| 6 | OSAIC HOLDINGS, INC. | $4.7M | 152,321 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 151,970 | Added |
| 8 | LPL Financial LLC | $4.5M | 146,506 | New |
| 9 | MML INVESTORS SERVICES, LLC | $4.0M | 129,513 | Added |
| 10 | J. Derek Lewis & Associates Inc. | $1.3M | 42,095 | Added |
| 11 | Fearless Solutions, LLC dba Best Invest | $1.0M | 32,723 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $925,000 | 29,935 | Added |
| 13 | Sigma Planning Corp | $834,838 | 27,000 | Added |
| 14 | BHK Investment Advisors, LLC | $828,738 | 26,820 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $789,360 | 25,545 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $551,967 | 17,863 | Trimmed |
| 17 | CMC Financial Group | $546,559 | 17,688 | Trimmed |
| 18 | Beacon Financial Advisory LLC | $374,354 | 12,115 | New |
| 19 | Kestra Advisory Services, LLC | $262,341 | 8,490 | New |
| 20 | Confluence Wealth Services, Inc. | $256,965 | 8,316 | Added |
| 21 | Junk Investment Group, LLC | $254,894 | 8,249 | Added |
| 22 | Valmark Advisers, Inc. | $241,020 | 7,800 | New |
| 23 | JANE STREET GROUP, LLC | $235,952 | 7,636 | Trimmed |
| 24 | NWF Advisory Services Inc. | $210,336 | 6,807 | New |
| 25 | Equitable Holdings, Inc. | $206,783 | 6,692 | New |