| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $29.4M | 1.2M | Trimmed |
| 2 | LPL Financial LLC | $25.7M | 1.0M | Added |
| 3 | Carmel Capital Partners, LLC | $9.8M | 381,723 | Added |
| 4 | Copia Wealth Management | $6.6M | 259,814 | Added |
| 5 | Fortis Group Advisors, LLC | $3.7M | 144,785 | Added |
| 6 | Spectrum Asset Management, Inc. (NB/CA) | $3.0M | 115,403 | Trimmed |
| 7 | Arax Advisory Partners | $2.7M | 106,406 | Trimmed |
| 8 | WMG Financial Advisors, LLC | $2.3M | 89,747 | Trimmed |
| 9 | Inspire Advisors, LLC | $2.2M | 86,000 | Trimmed |
| 10 | Black Swift Group, LLC | $2.1M | 81,955 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $1.8M | 70,265 | New |
| 12 | WESPAC Advisors, LLC | $1.5M | 59,768 | Added |
| 13 | Janney Montgomery Scott LLC | $1.4M | 56,177 | Added |
| 14 | Valeo Financial Advisors, LLC | $1.3M | 50,000 | Hold |
| 15 | J.W. COLE ADVISORS, INC. | $1.1M | 44,646 | Added |
| 16 | BANK OF MONTREAL /CAN/ | $919,344 | 35,954 | New |
| 17 | IHT Wealth Management, LLC | $836,882 | 32,729 | New |
| 18 | B. Riley Wealth Advisors, Inc. | $830,887 | 32,501 | Added |
| 19 | PRIVATE TRUST CO NA | $727,620 | 28,456 | Added |
| 20 | Beverly Hills Private Wealth, LLC | $725,344 | 28,367 | New |
| 21 | Integrated Advisors Network LLC | $705,320 | 27,584 | Added |
| 22 | CITADEL ADVISORS LLC | $678,474 | 26,534 | Added |
| 23 | Silverleafe Capital Partners, LLC | $673,578 | 26,343 | Added |
| 24 | GRIFFIN ASSET MANAGEMENT, INC. | $636,591 | 24,896 | Trimmed |
| 25 | Prostatis Group LLC | $615,882 | 24,086 | Added |