| 1 | Sendero Wealth Management, LLC | $69.1M | 1.4M | Trimmed |
| 2 | MIDLAND WEALTH ADVISORS LLC | $68.1M | 1.4M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.1M | 913,237 | Added |
| 4 | Verdence Capital Advisors LLC | $35.7M | 735,889 | Added |
| 5 | CapWealth Advisors, LLC | $29.7M | 611,336 | New |
| 6 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $18.1M | 372,259 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 199,405 | Added |
| 8 | Quadcap Wealth Management, LLC | $5.1M | 104,111 | Added |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $4.9M | 101,445 | Added |
| 10 | Apollon Wealth Management, LLC | $3.6M | 74,858 | Trimmed |
| 11 | SFG Wealth Management, LLC. | $2.7M | 56,569 | Added |
| 12 | Kestra Advisory Services, LLC | $2.7M | 54,706 | Added |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.5M | 52,450 | Added |
| 14 | Maia Wealth LLC | $1.9M | 39,118 | Added |
| 15 | Hilton Head Capital Partners, LLC | $1.8M | 36,890 | New |
| 16 | Gladstone Institutional Advisory LLC | $1.6M | 33,196 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.3M | 27,328 | Trimmed |
| 18 | TWIN FOCUS CAPITAL PARTNERS, LLC | $1.3M | 27,000 | Hold |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $1.0M | 21,160 | New |
| 20 | Crusonia Wealth Advisors LLC | $773,013 | 15,922 | Added |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $616,700 | 12,900 | Hold |
| 22 | Signature Equity Partners, LLC | $573,793 | 11,819 | Trimmed |
| 23 | WEST MICHIGAN ADVISORS, LLC | $566,813 | 10,989 | Hold |
| 24 | Philip James Wealth Mangement, LLC | $469,915 | 9,679 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $437,810 | 9,018 | Trimmed |