| 1 | MORGAN STANLEY | $90.0M | 1.9M | Added |
| 2 | Sendero Wealth Management, LLC | $69.1M | 1.4M | Trimmed |
| 3 | MIDLAND WEALTH ADVISORS LLC | $68.1M | 1.4M | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.1M | 913,237 | Added |
| 5 | Verdence Capital Advisors LLC | $35.7M | 735,889 | Added |
| 6 | LPL Financial LLC | $34.0M | 701,148 | Added |
| 7 | OSAIC HOLDINGS, INC. | $32.3M | 665,927 | Added |
| 8 | Spider Management Company, LLC | $31.5M | 648,545 | New |
| 9 | CapWealth Advisors, LLC | $29.7M | 611,336 | New |
| 10 | Janney Montgomery Scott LLC | $26.6M | 548,463 | Added |
| 11 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $18.1M | 372,259 | Trimmed |
| 12 | NewEdge Advisors, LLC | $10.1M | 207,758 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 199,405 | Added |
| 14 | AlphaCore Capital LLC | $9.7M | 198,958 | Added |
| 15 | First Command Advisory Services, Inc. | $7.1M | 146,016 | Added |
| 16 | Quadcap Wealth Management, LLC | $5.1M | 104,111 | Added |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $4.9M | 101,445 | Added |
| 18 | TWO SIGMA INVESTMENTS, LP | $4.5M | 92,900 | New |
| 19 | ANCHOR CAPITAL ADVISORS LLC | $3.8M | 77,991 | Trimmed |
| 20 | Apollon Wealth Management, LLC | $3.6M | 74,858 | Trimmed |
| 21 | Financial Security Advisor, Inc. | $3.6M | 74,127 | Added |
| 22 | HighTower Advisors, LLC | $3.1M | 63,232 | Added |
| 23 | SFG Wealth Management, LLC. | $2.7M | 56,569 | Added |
| 24 | JANE STREET GROUP, LLC | $2.7M | 54,896 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $2.7M | 54,706 | Added |