| 1 | Dynasty Wealth Management, LLC | $679.1M | 5.5M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $364.6M | 3.1M | Trimmed |
| 3 | OpenArc Corporate Advisory, LLC | $223.2M | 1.8M | Trimmed |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $213.8M | 1.7M | Trimmed |
| 5 | Quotient Wealth Partners, LLC | $116.1M | 944,060 | Added |
| 6 | LPL Financial LLC | $72.1M | 586,451 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $60.4M | 491,163 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $47.0M | 382,371 | Added |
| 9 | WCG Wealth Advisors LLC | $41.7M | 339,471 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $30.8M | 250,629 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.9M | 226,712 | Added |
| 12 | ASPIRIANT, LLC | $20.0M | 162,280 | Added |
| 13 | Principle Wealth Partners LLC | $18.8M | 152,553 | Added |
| 14 | Procyon Advisors, LLC | $17.7M | 143,637 | Added |
| 15 | Mariner, LLC | $17.2M | 139,898 | Added |
| 16 | UNIQUE WEALTH, LLC | $16.7M | 136,013 | Trimmed |
| 17 | Centerline Wealth Advisors, LLC | $14.0M | 114,143 | Trimmed |
| 18 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $13.0M | 105,393 | Added |
| 19 | Quadcap Wealth Management, LLC | $12.1M | 98,142 | Added |
| 20 | 3EDGE Asset Management, LP | $10.8M | 88,074 | Added |
| 21 | Venture Visionary Partners LLC | $10.7M | 87,121 | Added |
| 22 | Thrivent Financial for Lutherans | $10.2M | 82,890 | Trimmed |
| 23 | ALBION FINANCIAL GROUP /UT | $8.9M | 72,216 | Added |
| 24 | WJ Wealth Management, LLC | $8.7M | 70,610 | Trimmed |
| 25 | Fusion Capital, LLC | $8.4M | 68,243 | Added |