| 1 | MORGAN STANLEY | $61.8M | 2.7M | Added |
| 2 | Arvest Bank Trust Division | $41.2M | 1.8M | Added |
| 3 | LPL Financial LLC | $28.9M | 1.3M | Added |
| 4 | Coastal Bridge Advisors, LLC | $22.8M | 1.0M | Added |
| 5 | UBS Group AG | $20.1M | 892,365 | Added |
| 6 | Royal Bank of Canada | $18.2M | 807,830 | Added |
| 7 | Modern Wealth Management, LLC | $17.9M | 804,177 | Trimmed |
| 8 | Wealthspire Advisors, LLC | $17.4M | 774,453 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $15.0M | 666,585 | Added |
| 10 | ARVEST INVESTMENTS, INC. | $13.8M | 615,200 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $6.8M | 301,421 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $6.3M | 281,678 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $5.1M | 227,871 | Added |
| 14 | Summit Financial, LLC | $5.0M | 222,932 | Added |
| 15 | Paller Financial Services Inc | $4.0M | 179,962 | Trimmed |
| 16 | Cetera Investment Advisers | $3.9M | 175,496 | Added |
| 17 | Z3 Capital Partners, LLC | $3.5M | 155,056 | Trimmed |
| 18 | Cambridge Advisors Inc. | $3.3M | 146,390 | Added |
| 19 | Retirement Planning Co of New England, Inc. | $3.3M | 145,299 | Added |
| 20 | NOTTINGHAM ADVISORS, INC. | $3.2M | 140,217 | Added |
| 21 | Sowell Financial Services LLC | $3.1M | 139,885 | Trimmed |
| 22 | NWF Advisory Services Inc. | $3.1M | 137,939 | Added |
| 23 | STIFEL FINANCIAL CORP | $2.9M | 127,905 | Trimmed |
| 24 | Kingsview Wealth Management, LLC | $2.8M | 124,733 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 113,728 | Added |