| 1 | Pallas Capital Advisors LLC | $7.5M | 254,736 | Trimmed |
| 2 | CENTAURUS FINANCIAL, INC. | $3.8M | 131,366 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.8M | 130,870 | Trimmed |
| 4 | Mutual Advisors, LLC | $3.7M | 125,523 | New |
| 5 | CAPTRUST FINANCIAL ADVISORS | $3.4M | 116,401 | Added |
| 6 | Cetera Investment Advisers | $3.4M | 116,219 | Added |
| 7 | Clear Creek Financial Management, LLC | $2.4M | 83,127 | New |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.4M | 48,014 | Added |
| 9 | Farther Finance Advisors, LLC | $1.0M | 35,775 | Trimmed |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $931,949 | 31,818 | Trimmed |
| 11 | Brookstone Capital Management | $729,672 | 24,912 | Added |
| 12 | NewEdge Wealth, LLC | $720,396 | 24,595 | New |
| 13 | Sugar Maple Asset Management, LLC | $609,876 | 20,822 | Added |
| 14 | Beacon Pointe Advisors, LLC | $562,954 | 19,220 | New |
| 15 | AE Wealth Management LLC | $551,619 | 18,833 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $550,945 | 18,810 | Added |
| 17 | CITADEL ADVISORS LLC | $478,276 | 16,329 | New |
| 18 | HARBOUR INVESTMENTS, INC. | $461,523 | 15,757 | Added |
| 19 | Kestra Advisory Services, LLC | $436,333 | 14,897 | Added |
| 20 | ARQ WEALTH ADVISORS, LLC | $417,061 | 14,239 | New |
| 21 | Keating Financial Advisory Services, Inc. | $315,395 | 10,768 | Trimmed |
| 22 | Blue Trust, Inc. | $285,812 | 9,758 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $257,283 | 8,784 | New |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $252,250 | 8,612 | Added |
| 25 | OSAIC HOLDINGS, INC. | $240,520 | 8,212 | Added |