| 1 | Sendero Wealth Management, LLC | $75.3M | 1.5M | Added |
| 2 | MORGAN STANLEY | $73.9M | 1.4M | Added |
| 3 | MIDLAND WEALTH ADVISORS LLC | $68.9M | 1.3M | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.4M | 742,233 | Trimmed |
| 5 | Verdence Capital Advisors LLC | $38.0M | 735,802 | New |
| 6 | LPL Financial LLC | $29.0M | 561,614 | Added |
| 7 | Janney Montgomery Scott LLC | $27.8M | 539,000 | Added |
| 8 | OSAIC HOLDINGS, INC. | $27.6M | 534,968 | Added |
| 9 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $19.2M | 373,165 | Added |
| 10 | CWM, LLC | $13.0M | 252,850 | Added |
| 11 | JANE STREET GROUP, LLC | $6.3M | 122,338 | New |
| 12 | AlphaCore Capital LLC | $5.6M | 108,404 | New |
| 13 | Quadcap Wealth Management, LLC | $5.1M | 99,820 | Trimmed |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $4.9M | 94,862 | Added |
| 15 | Apollon Wealth Management, LLC | $4.1M | 79,534 | Trimmed |
| 16 | ANCHOR CAPITAL ADVISORS LLC | $4.1M | 79,326 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 74,881 | Added |
| 18 | Financial Security Advisor, Inc. | $3.3M | 63,057 | Added |
| 19 | SFG Wealth Management, LLC. | $2.8M | 53,975 | Added |
| 20 | HighTower Advisors, LLC | $2.8M | 53,775 | Added |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.5M | 48,950 | Added |
| 22 | Maia Wealth LLC | $1.7M | 33,437 | Added |
| 23 | Navis Wealth Advisors, LLC | $1.5M | 28,655 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.4M | 27,355 | Added |
| 25 | TWIN FOCUS CAPITAL PARTNERS, LLC | $1.4M | 27,000 | New |