| 1 | MORGAN STANLEY | $121.2M | 5.9M | Added |
| 2 | LPL Financial LLC | $84.5M | 4.1M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $69.0M | 3.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $29.2M | 1.4M | Added |
| 5 | Haven Private, LLC | $21.7M | 1.1M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $21.0M | 1.0M | Added |
| 7 | TruWealth Advisors, LLC | $6.1M | 294,981 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 284,904 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.8M | 282,449 | Added |
| 10 | Royal Bank of Canada | $5.0M | 243,147 | Trimmed |
| 11 | Spartan Wealth Advisory Services LLC | $4.7M | 227,266 | New |
| 12 | Private Advisor Group, LLC | $4.6M | 226,313 | Added |
| 13 | UBS Group AG | $4.5M | 220,994 | Added |
| 14 | JPMORGAN CHASE & CO | $4.1M | 199,311 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $3.7M | 181,494 | Trimmed |
| 16 | Global Wealth Strategies & Associates | $3.4M | 164,522 | Added |
| 17 | Baker Avenue Asset Management, LP | $3.2M | 157,784 | Added |
| 18 | Frederick Financial Consultants, LLC | $3.0M | 144,073 | Added |
| 19 | CAPTRUST FINANCIAL ADVISORS | $2.9M | 142,942 | Added |
| 20 | CENTRAL TRUST Co | $2.8M | 134,509 | Trimmed |
| 21 | GENESIS PRIVATE WEALTH, LLC | $2.7M | 129,360 | Added |
| 22 | Cetera Investment Advisers | $2.6M | 127,296 | Added |
| 23 | NorthRock Partners, LLC | $2.3M | 112,918 | New |
| 24 | Foundations Investment Advisors, LLC | $2.0M | 99,386 | Added |
| 25 | Amplius Wealth Advisors, LLC | $2.0M | 98,231 | Added |