| 1 | JPMORGAN CHASE & CO | $1.64B | 20.6M | Trimmed |
| 2 | Dynasty Wealth Management, LLC | $718.9M | 9.1M | Added |
| 3 | LPL Financial LLC | $573.9M | 7.2M | Added |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $411.9M | 5.2M | Added |
| 5 | OpenArc Corporate Advisory, LLC | $211.3M | 2.7M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $201.7M | 2.5M | Trimmed |
| 7 | Cetera Investment Advisers | $149.2M | 1.9M | Added |
| 8 | MORGAN STANLEY | $134.0M | 1.7M | Trimmed |
| 9 | Janney Montgomery Scott LLC | $115.8M | 1.5M | New |
| 10 | Royal Bank of Canada | $103.8M | 1.3M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $89.0M | 1.1M | Trimmed |
| 12 | JONES FINANCIAL COMPANIES LLLP | $83.3M | 1.1M | Added |
| 13 | Avior Wealth Management, LLC | $75.9M | 956,185 | Trimmed |
| 14 | PNC Financial Services Group, Inc. | $73.9M | 930,344 | Trimmed |
| 15 | STEPH & CO | $72.5M | 912,599 | Trimmed |
| 16 | ORRSTOWN FINANCIAL SERVICES INC | $68.7M | 864,654 | Added |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $65.7M | 827,129 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $58.4M | 735,629 | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $58.0M | 730,947 | Trimmed |
| 20 | Vestmark Advisory Solutions, Inc. | $55.9M | 703,546 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $52.3M | 658,701 | Added |
| 22 | CI INVESTMENTS INC. | $50.4M | 634,876 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $49.3M | 620,924 | Trimmed |
| 24 | Private Advisor Group, LLC | $46.9M | 591,136 | Added |
| 25 | Northwest Financial Advisors | $45.1M | 567,601 | New |