| 1 | Sequoia Financial Advisors, LLC | $59.6M | 1.4M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $28.1M | 673,952 | Added |
| 3 | Sepio Capital, LP | $27.7M | 664,973 | Added |
| 4 | Teamwork Financial Advisors, LLC | $20.8M | 498,555 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $16.6M | 399,525 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.5M | 342,638 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $14.3M | 342,880 | Added |
| 8 | Longview Financial Advisors, Inc. | $13.7M | 329,969 | Added |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $9.8M | 235,207 | Added |
| 10 | Anson Capital, Inc. | $6.3M | 151,961 | Trimmed |
| 11 | CHANNEL WEALTH LLC | $5.7M | 137,295 | Added |
| 12 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.0M | 120,910 | Trimmed |
| 13 | Wealth Group Ltd | $4.9M | 116,961 | Trimmed |
| 14 | Summit Wealth Partners, LLC | $4.1M | 99,541 | Added |
| 15 | Amplius Wealth Advisors, LLC | $4.1M | 97,471 | Trimmed |
| 16 | Belpointe Asset Management LLC | $3.9M | 94,267 | Added |
| 17 | Pacific Wealth Strategies Group, Inc. | $3.7M | 88,373 | Added |
| 18 | Kestra Advisory Services, LLC | $3.6M | 86,310 | Trimmed |
| 19 | WealthPlan Investment Management, LLC | $3.1M | 75,319 | Trimmed |
| 20 | BigSur Wealth Management LLC | $2.8M | 66,078 | Hold |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.2M | 53,876 | Added |
| 22 | PRIVATE CLIENT SERVICES, LLC | $2.0M | 49,193 | Trimmed |
| 23 | ZEGA Investments, LLC | $1.9M | 46,116 | Added |
| 24 | CITIGROUP INC | $1.8M | 43,290 | Added |
| 25 | TRUE Private Wealth Advisors | $1.7M | 41,212 | Added |