| 1 | MIDLAND WEALTH ADVISORS LLC | $52.0M | 1.0M | New |
| 2 | Beaumont Financial Advisors, LLC | $14.3M | 285,790 | Added |
| 3 | VAN ECK ASSOCIATES CORP | $10.9M | 240,000 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.4M | 207,803 | Added |
| 5 | LPL Financial LLC | $9.6M | 192,304 | Trimmed |
| 6 | Dakota Wealth Management | $8.8M | 174,709 | Added |
| 7 | AVALON CAPITAL MANAGEMENT | $8.2M | 163,593 | Trimmed |
| 8 | CONDOR CAPITAL MANAGEMENT | $6.2M | 123,934 | Added |
| 9 | WESPAC Advisors SoCal, LLC | $6.0M | 120,059 | New |
| 10 | Perennial Investment Advisors, LLC | $5.5M | 109,301 | Added |
| 11 | Krilogy Financial LLC | $4.7M | 89,905 | New |
| 12 | KRAEMATON INVESTMENT ADVISORS, INC | $3.9M | 78,376 | Added |
| 13 | OSAIC HOLDINGS, INC. | $3.7M | 74,491 | New |
| 14 | Integrated Wealth Concepts LLC | $3.7M | 73,999 | New |
| 15 | NorthCrest Asset Manangement, LLC | $3.4M | 67,475 | New |
| 16 | GOLDMAN SACHS GROUP INC | $2.4M | 48,245 | Trimmed |
| 17 | Ferguson Shapiro LLC | $2.2M | 43,401 | Added |
| 18 | Royal Bank of Canada | $2.0M | 39,127 | New |
| 19 | Janney Montgomery Scott LLC | $1.4M | 28,644 | Trimmed |
| 20 | SK Wealth Management, LLC | $1.2M | 23,080 | Added |
| 21 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.0M | 20,862 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $895,476 | 32,989 | New |
| 23 | Equitable Holdings, Inc. | $795,284 | 15,871 | Added |
| 24 | Cushing Capital Partners, LLC | $696,806 | 13,906 | New |
| 25 | JANE STREET GROUP, LLC | $609,300 | 17,298 | New |