| 1 | Mirador Capital Partners LP | $5.7M | 11,768 | New |
| 2 | CHAPIN DAVIS, INC. | $5.5M | 11,451 | Hold |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $5.5M | 11,350 | New |
| 4 | Assenagon Asset Management S.A. | $3.7M | 7,574 | New |
| 5 | Gradient Investments LLC | $2.5M | 5,132 | Added |
| 6 | Teamwork Financial Advisors, LLC | $1.9M | 3,959 | Trimmed |
| 7 | MRA Advisory Group | $1.7M | 3,594 | New |
| 8 | Trilogy Capital Inc. | $1.3M | 2,750 | Trimmed |
| 9 | GAMMA Investing LLC | $738,055 | 1,528 | Added |
| 10 | Affinity Capital Advisors, LLC | $329,748 | 762 | New |
| 11 | Dynamic Advisor Solutions LLC | $305,752 | 633 | New |
| 12 | CoreCap Advisors, LLC | $298,989 | 619 | Added |
| 13 | Thrive Wealth Management, LLC | $290,295 | 601 | New |
| 14 | Diesslin Group, Inc. | $251,653 | 521 | New |
| 15 | Avior Wealth Management, LLC | $222,189 | 460 | Trimmed |
| 16 | Versant Capital Management, Inc | $194,174 | 402 | Trimmed |
| 17 | MassMutual Private Wealth & Trust, FSB | $93,223 | 193 | Added |
| 18 | CX Institutional | $90,000 | 186 | Added |
| 19 | Strategic Investment Solutions, Inc. /IL | $64,725 | 134 | Trimmed |
| 20 | Grove Bank & Trust | $24,634 | 51 | Trimmed |
| 21 | Dogwood Wealth Management LLC | $14,491 | 30 | New |
| 22 | Retirement Wealth Solutions LLC | $9,661 | 20 | Added |
| 23 | ELEVATION WEALTH PARTNERS, LLC | $4,348 | 9 | New |
| 24 | ATWOOD & PALMER INC | $2,416 | 5 | Hold |
| 25 | Beaird Harris Wealth Management, LLC | $1,358 | 3 | Hold |