| 1 | Banco Santander, S.A. | $20.7M | 166,476 | Added |
| 2 | Avior Wealth Management, LLC | $11.3M | 90,560 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 34,576 | Added |
| 4 | M&T Bank Corp | $3.0M | 24,300 | Hold |
| 5 | Miracle Mile Advisors, LLC | $2.4M | 19,182 | Added |
| 6 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.0M | 15,799 | Trimmed |
| 7 | SENTINEL TRUST CO LBA | $2.0M | 15,800 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 13,722 | Trimmed |
| 9 | Gladstone Institutional Advisory LLC | $1.6M | 13,038 | Added |
| 10 | DECISION INVESTMENTS, INC | $1.5M | 11,899 | Added |
| 11 | LOM Asset Management Ltd | $1.5M | 11,891 | Added |
| 12 | CITIGROUP INC | $1.4M | 11,088 | Added |
| 13 | Mirae Asset Global Investments Co., Ltd. | $1.2M | 9,910 | Added |
| 14 | FSM Wealth Advisors, LLC | $1.1M | 9,117 | Trimmed |
| 15 | PRINCIPAL SECURITIES, INC. | $1.0M | 8,384 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $989,403 | 7,947 | Trimmed |
| 17 | JTC Employer Solutions Trustee Ltd | $585,000 | 4,700 | Hold |
| 18 | Tiller Private Wealth, Inc. | $545,955 | 4,385 | Trimmed |
| 19 | COOKSON PEIRCE & CO INC | $532,633 | 4,278 | Added |
| 20 | SAGESPRING WEALTH PARTNERS, LLC | $509,319 | 4,091 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $504,000 | 4,054 | Added |
| 22 | Private Advisor Group, LLC | $457,573 | 3,675 | Trimmed |
| 23 | UNIQUE WEALTH, LLC | $420,233 | 3,375 | Trimmed |
| 24 | Savvy Advisors, Inc. | $410,540 | 3,297 | New |
| 25 | Johnson Bixby & Associates, LLC | $353,345 | 2,838 | Trimmed |