| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $41.7M | 1.6M | Hold |
| 2 | MORGAN STANLEY | $41.6M | 1.6M | Added |
| 3 | Arax Advisory Partners | $38.8M | 1.5M | Trimmed |
| 4 | Focus Partners Wealth | $34.8M | 1.4M | Added |
| 5 | Estate Planners Group, LLC | $19.4M | 756,166 | Added |
| 6 | Guardian Financial Partners, LLC | $18.7M | 729,139 | Trimmed |
| 7 | Gradient Investments LLC | $7.5M | 294,190 | Added |
| 8 | Sound Income Strategies, LLC | $7.0M | 269,832 | Added |
| 9 | Tower Research Capital LLC (TRC) | $6.0M | 235,706 | Added |
| 10 | STIFEL FINANCIAL CORP | $5.9M | 231,116 | Trimmed |
| 11 | BARCLAYS PLC | $4.9M | 190,000 | New |
| 12 | Mariner, LLC | $4.8M | 185,560 | Added |
| 13 | Atria Investments, Inc | $4.7M | 184,774 | Added |
| 14 | Copia Wealth Management | $4.1M | 161,707 | Added |
| 15 | Sowell Financial Services LLC | $4.0M | 156,036 | Added |
| 16 | Kestra Advisory Services, LLC | $3.9M | 153,353 | Trimmed |
| 17 | CWC Advisors, LLC. | $3.7M | 143,534 | Added |
| 18 | Valeo Financial Advisors, LLC | $3.2M | 123,764 | Hold |
| 19 | Carmel Capital Partners, LLC | $3.2M | 123,439 | Trimmed |
| 20 | Ethos Financial Group, LLC | $3.1M | 120,704 | Added |
| 21 | Cedar Wealth Management, LLC | $3.0M | 115,781 | Added |
| 22 | CITADEL ADVISORS LLC | $2.8M | 108,348 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 103,606 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $2.6M | 101,087 | Added |
| 25 | UBS Group AG | $2.2M | 84,963 | Added |