| 1 | Mirador Capital Partners LP | $74.7M | 3.2M | Trimmed |
| 2 | UBS Group AG | $55.8M | 2.4M | Added |
| 3 | LPL Financial LLC | $54.5M | 2.4M | Trimmed |
| 4 | MORGAN STANLEY | $33.9M | 1.5M | Trimmed |
| 5 | Cetera Investment Advisers | $29.1M | 1.3M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $24.5M | 1.1M | Added |
| 7 | Delta Investment Management, LLC | $24.1M | 1.0M | Added |
| 8 | Jaffetilchin Investment Partners, LLC | $23.7M | 1.0M | Added |
| 9 | COLLECTIVE FAMILY OFFICE LLC | $17.6M | 759,334 | Added |
| 10 | OSAIC HOLDINGS, INC. | $17.4M | 752,293 | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $14.4M | 623,416 | Added |
| 12 | Migdal Insurance & Financial Holdings Ltd. | $12.7M | 547,860 | Added |
| 13 | Advisory Alpha, LLC | $11.0M | 473,691 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 453,955 | Added |
| 15 | Larson Financial Group LLC | $10.3M | 445,230 | Trimmed |
| 16 | Parkway Wealth Management Group, LLC | $10.2M | 438,485 | Added |
| 17 | Cornerstone Planning, LLC | $9.8M | 422,338 | Trimmed |
| 18 | Matthew Goff Investment Advisor, LLC | $9.5M | 486,104 | New |
| 19 | Ironwood Financial, llc | $9.3M | 399,427 | Trimmed |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.1M | 394,158 | Trimmed |
| 21 | AMERIPRISE FINANCIAL INC | $8.7M | 375,681 | Added |
| 22 | Leo Wealth, LLC | $8.6M | 369,699 | Added |
| 23 | IHT Wealth Management, LLC | $8.4M | 360,465 | Added |
| 24 | Avior Wealth Management, LLC | $8.3M | 358,722 | Added |
| 25 | Lido Advisors, LLC | $8.1M | 350,008 | Trimmed |