| 1 | Farther Finance Advisors, LLC | $64.0M | 2.1M | Added |
| 2 | Checchi Capital Advisers, LLC | $22.1M | 709,863 | Added |
| 3 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $21.0M | 671,979 | Added |
| 4 | LAM GROUP, INC. | $6.6M | 213,150 | Trimmed |
| 5 | Israel Discount Bank of New York | $6.4M | 205,477 | Added |
| 6 | FSA WEALTH PARTNERS, INC. | $3.9M | 125,939 | Added |
| 7 | Rathbones Group PLC | $3.8M | 121,662 | Trimmed |
| 8 | CFG Wealth Management Services, Inc. | $3.6M | 116,282 | Hold |
| 9 | AE Wealth Management LLC | $3.1M | 100,772 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 84,213 | Trimmed |
| 11 | Aspect Partners, LLC | $2.5M | 81,769 | Added |
| 12 | Summit Global Investments | $2.5M | 80,831 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.7M | 54,034 | Trimmed |
| 14 | North Star Investment Management Corp. | $1.3M | 41,724 | Added |
| 15 | OPTIMA CAPITAL LLC | $1.1M | 36,447 | Trimmed |
| 16 | Tempus Wealth Planning, LLC | $1.1M | 35,340 | Added |
| 17 | Haven Private, LLC | $1.1M | 35,087 | Trimmed |
| 18 | Family CFO Inc | $778,948 | 24,982 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $695,393 | 22,303 | Added |
| 20 | LEUTHOLD GROUP, LLC | $574,117 | 18,413 | Trimmed |
| 21 | Omega Financial Group, LLC | $486,565 | 15,605 | Trimmed |
| 22 | Miracle Mile Advisors, LLC | $385,384 | 12,360 | Added |
| 23 | Odyssey Capital Advisors, Inc. | $353,394 | 11,334 | Added |
| 24 | Savvy Advisors, Inc. | $328,163 | 10,525 | New |
| 25 | Cambridge Advisors Inc. | $324,272 | 10,400 | Hold |