| 1 | LPL Financial LLC | $151.3M | 6.1M | Added |
| 2 | WCG Wealth Advisors LLC | $51.5M | 2.1M | Added |
| 3 | Confluence Wealth Services, Inc. | $29.1M | 1.2M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $26.2M | 1.0M | Added |
| 5 | Marshall Financial Group, LLC | $25.7M | 1.0M | Added |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $20.9M | 837,384 | Added |
| 7 | Cetera Investment Advisers | $12.8M | 512,732 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $12.2M | 487,425 | Added |
| 9 | Private Advisor Group, LLC | $11.9M | 476,857 | Added |
| 10 | Fermata Advisors, LLC | $11.5M | 463,079 | Trimmed |
| 11 | NATIXIS ADVISORS, LLC | $6.3M | 250,863 | Added |
| 12 | Jeter Robert S II | $5.8M | 233,382 | Added |
| 13 | MARSHALL INVESTMENT MANAGEMENT, LLC | $4.5M | 179,667 | Trimmed |
| 14 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M | 163,879 | Trimmed |
| 15 | &PARTNERS | $3.9M | 158,085 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $3.5M | 140,278 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $2.8M | 113,775 | Added |
| 18 | JPMORGAN CHASE & CO | $2.8M | 112,212 | Added |
| 19 | Integrated Wealth Concepts LLC | $2.8M | 112,792 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 91,897 | Added |
| 21 | JANE STREET GROUP, LLC | $1.9M | 77,723 | Added |
| 22 | TRUIST FINANCIAL CORP | $1.7M | 67,852 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $1.7M | 66,758 | New |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 58,154 | Added |
| 25 | Kingsview Wealth Management, LLC | $1.4M | 57,661 | Added |