| 1 | 3EDGE Asset Management, LP | $61.8M | 2.3M | Added |
| 2 | Proficio Capital Partners LLC | $21.4M | 809,665 | Added |
| 3 | Viaable, LLC | $20.3M | 769,780 | New |
| 4 | MORGAN STANLEY | $18.6M | 702,900 | Added |
| 5 | Orion Porfolio Solutions, LLC | $16.4M | 619,529 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $12.5M | 471,346 | Added |
| 7 | Maltin Wealth Management, Inc. | $11.7M | 442,173 | Added |
| 8 | Peak Financial Management, Inc. | $10.1M | 380,981 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.5M | 322,823 | Trimmed |
| 10 | ABLE Financial Group, LLC | $6.2M | 235,561 | Added |
| 11 | LPL Financial LLC | $6.1M | 229,438 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 213,510 | New |
| 13 | Empirical Asset Management, LLC | $5.5M | 206,224 | Trimmed |
| 14 | Stratos Investment Management, LLC | $5.1M | 193,548 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $4.7M | 176,806 | Added |
| 16 | MATHER GROUP, LLC. | $4.6M | 173,188 | Added |
| 17 | Midwest Professional Planners, LTD. | $4.4M | 167,272 | Added |
| 18 | Focus Financial Network, Inc. | $4.3M | 163,682 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $4.0M | 151,661 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 147,967 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.8M | 143,705 | Added |
| 22 | BKM Wealth Management, LLC | $3.7M | 139,172 | Trimmed |
| 23 | WESCAP Management Group, Inc. | $3.6M | 135,754 | Trimmed |
| 24 | Atria Investments, Inc | $3.2M | 119,474 | Added |
| 25 | Mariner, LLC | $3.0M | 114,659 | Added |