| 1 | Beacon Pointe Advisors, LLC | $64.3M | 1.6M | New |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $25.1M | 614,681 | Trimmed |
| 3 | Carroll Advisory Group, LLC | $22.6M | 552,978 | Added |
| 4 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $17.2M | 420,782 | Trimmed |
| 5 | SCOTIA CAPITAL INC. | $14.7M | 358,458 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $13.2M | 321,746 | Trimmed |
| 7 | LPL Financial LLC | $10.4M | 254,799 | Trimmed |
| 8 | Kingsview Wealth Management, LLC | $7.7M | 188,550 | New |
| 9 | Mariner, LLC | $6.1M | 150,149 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.9M | 120,580 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $4.4M | 107,944 | Added |
| 12 | PACIFIC FINANCIAL GROUP INC | $2.7M | 65,624 | New |
| 13 | Independent Advisor Alliance | $2.6M | 62,731 | New |
| 14 | Equitable Holdings, Inc. | $2.5M | 62,966 | Added |
| 15 | Concurrent Investment Advisors, LLC | $2.5M | 60,161 | Added |
| 16 | CITADEL ADVISORS LLC | $2.3M | 56,034 | Added |
| 17 | Nova Wealth Management, Inc. | $1.8M | 45,207 | Added |
| 18 | Sigma Planning Corp | $1.3M | 32,340 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 31,037 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $865,514 | 21,013 | Trimmed |
| 21 | Belpointe Asset Management LLC | $826,264 | 20,207 | New |
| 22 | Prime Capital Investment Advisors, LLC | $718,023 | 17,560 | Trimmed |
| 23 | Clearstead Advisors, LLC | $617,071 | 15,091 | New |
| 24 | Focus Partners Wealth | $566,817 | 13,862 | Hold |
| 25 | Cetera Investment Advisers | $533,298 | 13,042 | Added |