| 1 | FMR LLC | $576.6M | 7.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $111.8M | 1.4M | Added |
| 3 | Orgel Wealth Management, LLC | $72.1M | 885,647 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $61.9M | 760,789 | Trimmed |
| 5 | RAFFA WEALTH MANAGEMENT, LLC | $34.5M | 424,404 | Added |
| 6 | High Probability Advisors, LLC | $27.8M | 341,750 | Added |
| 7 | Great Lakes Retirement, Inc. | $19.9M | 244,059 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $18.9M | 234,258 | Trimmed |
| 9 | Cetera Investment Advisers | $13.3M | 163,900 | Trimmed |
| 10 | BEACON FINANCIAL GROUP | $10.5M | 129,597 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $10.1M | 123,729 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 112,573 | Trimmed |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $9.0M | 110,357 | Trimmed |
| 14 | LPL Financial LLC | $7.8M | 96,159 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 79,427 | Added |
| 16 | Royal Bank of Canada | $6.1M | 75,019 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $5.9M | 72,896 | Trimmed |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $5.2M | 63,636 | Trimmed |
| 19 | MORGAN STANLEY | $5.1M | 62,326 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $4.8M | 58,474 | Trimmed |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 57,323 | Added |
| 22 | Keystone Wealth Services, LLC | $4.4M | 53,922 | Added |
| 23 | OmniStar Financial Group, Inc. | $4.3M | 52,347 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $4.0M | 49,410 | Added |
| 25 | Madden Advisory Services, Inc. | $3.4M | 41,701 | Trimmed |