| 1 | AMERICAN CENTURY COMPANIES INC | $84.5M | 1.6M | Added |
| 2 | Legacy Financial Strategies, LLC | $17.0M | 330,104 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.8M | 326,523 | Added |
| 4 | Round Rock Advisors, LLC | $16.6M | 324,038 | Added |
| 5 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $5.8M | 113,854 | Added |
| 6 | HighTower Advisors, LLC | $5.2M | 101,149 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 92,083 | Trimmed |
| 8 | Networth Advisors, LLC | $3.8M | 74,529 | New |
| 9 | Nova Wealth Management, Inc. | $3.4M | 65,882 | Added |
| 10 | IFP Advisors, Inc | $3.3M | 63,809 | Added |
| 11 | Clearview Wealth Management LLC | $2.7M | 52,155 | Trimmed |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 47,278 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $2.3M | 45,448 | Added |
| 14 | Core Wealth Advisors, Inc. | $1.9M | 36,247 | Added |
| 15 | AE Wealth Management LLC | $1.8M | 35,240 | Added |
| 16 | Joseph P. Lucia & Associates, LLC | $1.6M | 31,412 | Added |
| 17 | Investment Advisory Group, LLC | $1.5M | 29,000 | Hold |
| 18 | Rockefeller Capital Management L.P. | $1.3M | 24,486 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $1.0M | 20,010 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $882,000 | 17,186 | Added |
| 21 | CITADEL ADVISORS LLC | $859,548 | 16,739 | Added |
| 22 | NewEdge Advisors, LLC | $851,448 | 16,581 | Added |
| 23 | Medallion Wealth Advisors, LLC | $706,062 | 13,750 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $521,549 | 10,157 | Trimmed |
| 25 | REDW Wealth LLC | $510,881 | 9,949 | New |