| 1 | Briaud Financial Planning, Inc | $21.7M | 594,783 | New |
| 2 | LPL Financial LLC | $14.7M | 403,499 | Added |
| 3 | Clark Capital Management Group, Inc. | $7.8M | 214,826 | New |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $7.2M | 196,728 | New |
| 5 | Private Wealth Advisors, LLC | $6.8M | 185,802 | Added |
| 6 | Perissos Private Wealth Management, LLC | $5.7M | 156,358 | Added |
| 7 | Proficio Capital Partners LLC | $5.3M | 145,925 | New |
| 8 | Foundations Investment Advisors, LLC | $5.2M | 141,880 | New |
| 9 | Walser Wealth Management Company, A Ltd Liability Co | $5.2M | 141,880 | New |
| 10 | Guild Investment Management, Inc. | $4.8M | 131,910 | New |
| 11 | Farther Finance Advisors, LLC | $4.4M | 122,140 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 95,700 | New |
| 13 | Capital Wealth Alliance, LLC | $3.2M | 87,722 | Trimmed |
| 14 | 3EDGE Asset Management, LP | $3.1M | 85,589 | Added |
| 15 | Plan Group Financial, LLC | $2.9M | 80,864 | Added |
| 16 | OSAIC HOLDINGS, INC. | $2.6M | 70,571 | Added |
| 17 | FLOW TRADERS U.S. LLC | $2.3M | 62,223 | Added |
| 18 | WT Wealth Management | $2.0M | 55,520 | Added |
| 19 | Tidal Investments LLC | $1.7M | 48,000 | New |
| 20 | Columbus Macro, LLC | $1.6M | 45,050 | Trimmed |
| 21 | Miller Global Investments, LLC | $1.5M | 40,784 | Trimmed |
| 22 | ASSETMARK, INC | $1.3M | 35,602 | New |
| 23 | Hegarty Advisors, LLC | $961,241 | 26,357 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $734,000 | 20,139 | New |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $722,726 | 19,817 | Added |