| 1 | LPL Financial LLC | $24.2M | 499,237 | Trimmed |
| 2 | GOLDMAN SACHS GROUP INC | $21.8M | 450,000 | New |
| 3 | Advisory Services Network, LLC | $8.7M | 179,219 | Trimmed |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $5.7M | 116,532 | Added |
| 5 | Flavin Financial Services, Inc. | $5.4M | 111,008 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.8M | 97,878 | Added |
| 7 | BG Investment Services, Inc. | $4.7M | 96,455 | Added |
| 8 | Geneva Partners, LLC | $3.4M | 70,077 | New |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 69,994 | Trimmed |
| 10 | MORGAN STANLEY | $3.2M | 65,149 | Added |
| 11 | OmniStar Financial Group, Inc. | $2.9M | 60,058 | Added |
| 12 | Mutual Advisors, LLC | $2.8M | 58,309 | New |
| 13 | Evergreen Private Wealth LLC | $2.6M | 54,451 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 47,149 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 45,988 | Added |
| 16 | Kestra Advisory Services, LLC | $2.2M | 45,522 | Added |
| 17 | JANE STREET GROUP, LLC | $2.1M | 44,156 | New |
| 18 | JPMORGAN CHASE & CO | $1.8M | 37,507 | Added |
| 19 | Wise Wealth Partners | $1.8M | 36,557 | Added |
| 20 | Great Lakes Retirement, Inc. | $1.6M | 31,874 | Added |
| 21 | OSAIC HOLDINGS, INC. | $1.5M | 30,866 | Trimmed |
| 22 | Cetera Investment Advisers | $1.3M | 26,465 | Added |
| 23 | Sigma Planning Corp | $1.0M | 21,011 | Added |
| 24 | Merit Financial Group, LLC | $897,420 | 18,488 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $865,000 | 17,821 | Added |