| 1 | Cullen/Frost Bankers, Inc. | $30.8M | 169,965 | Trimmed |
| 2 | Sequoia Financial Advisors, LLC | $29.3M | 161,492 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $23.8M | 131,324 | Added |
| 4 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $23.4M | 129,390 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.2M | 109,537 | Added |
| 6 | Paul R. Ried Financial Group, LLC | $14.6M | 80,558 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $13.0M | 71,954 | Added |
| 8 | Peak Financial Management, Inc. | $11.4M | 62,781 | Added |
| 9 | AE Wealth Management LLC | $11.2M | 61,866 | New |
| 10 | Private Advisor Group, LLC | $8.9M | 48,896 | Added |
| 11 | Sound Stewardship, LLC | $8.9M | 48,878 | Added |
| 12 | Towneley Capital Management, Inc / DE | $8.8M | 48,619 | Added |
| 13 | Courage Miller Partners, LLC | $8.3M | 45,792 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 45,685 | Added |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $8.0M | 44,421 | Trimmed |
| 16 | Solitude Financial Services | $8.0M | 44,257 | Added |
| 17 | Pictet Asset Management Holding SA | $6.5M | 35,820 | Added |
| 18 | Belpointe Asset Management LLC | $5.9M | 32,827 | Added |
| 19 | Gladstone Institutional Advisory LLC | $5.6M | 30,736 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $5.2M | 28,672 | Added |
| 21 | WJ Wealth Management, LLC | $5.1M | 27,933 | Trimmed |
| 22 | Fortis Capital Advisors, LLC | $4.8M | 26,235 | Added |
| 23 | RFG Advisory, LLC | $4.7M | 25,688 | Added |
| 24 | Castellan Group | $4.6M | 25,490 | Added |
| 25 | Walkner Condon Financial Advisors LLC | $3.3M | 18,082 | Added |