| 1 | Sowell Financial Services LLC | $17.6M | 891,794 | Added |
| 2 | Sound Income Strategies, LLC | $15.0M | 759,583 | Added |
| 3 | Whitcomb & Hess, Inc. | $14.5M | 737,661 | Added |
| 4 | Inspire Advisors, LLC | $14.4M | 732,043 | Added |
| 5 | LPL Financial LLC | $7.2M | 362,947 | Added |
| 6 | Royal Fund Management, LLC | $5.4M | 272,615 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $5.2M | 261,559 | Added |
| 8 | Virtu Financial LLC | $5.0M | 252,438 | New |
| 9 | Baker Avenue Asset Management, LP | $3.8M | 195,173 | Trimmed |
| 10 | Advisory Alpha, LLC | $3.5M | 176,861 | Trimmed |
| 11 | Kingsview Wealth Management, LLC | $3.2M | 161,443 | Added |
| 12 | Philadelphia Investment Partners, LLC | $2.3M | 117,578 | Added |
| 13 | Simplicity Wealth,LLC | $2.2M | 113,325 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $2.1M | 104,474 | Added |
| 15 | HighTower Advisors, LLC | $2.0M | 101,170 | Added |
| 16 | GUGGENHEIM CAPITAL LLC | $1.5M | 74,479 | Added |
| 17 | Fortis Capital Advisors, LLC | $1.4M | 68,897 | Added |
| 18 | Belpointe Asset Management LLC | $1.4M | 68,897 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.3M | 63,803 | Added |
| 20 | Cambria Investment Management, L.P. | $1.2M | 61,760 | Added |
| 21 | Perigon Wealth Management, LLC | $1.2M | 60,096 | Added |
| 22 | JANE STREET GROUP, LLC | $1.1M | 56,053 | Trimmed |
| 23 | Cetera Investment Advisers | $1.0M | 50,957 | Trimmed |
| 24 | GeoWealth Management, LLC | $935,120 | 47,468 | Added |
| 25 | MORGAN STANLEY | $781,634 | 39,676 | Trimmed |