| 1 | Atlas Wealth LLC | $62.9M | 3.5M | New |
| 2 | JP Wealth Management, Inc. | $28.2M | 1.6M | Added |
| 3 | GatePass Capital, LLC | $7.9M | 443,600 | Added |
| 4 | B. Riley Wealth Advisors, Inc. | $7.2M | 405,048 | Added |
| 5 | Shaker Financial Services, LLC | $5.3M | 298,716 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $4.9M | 271,754 | Added |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $3.8M | 214,190 | Added |
| 8 | SRH ADVISORS, LLC | $3.0M | 164,822 | Trimmed |
| 9 | PRINCIPAL SECURITIES, INC. | $2.8M | 156,585 | Added |
| 10 | UHLMANN PRICE SECURITIES, LLC | $2.0M | 114,375 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 105,885 | Trimmed |
| 12 | PARK AVENUE SECURITIES LLC | $1.7M | 96,227 | Trimmed |
| 13 | D.A. DAVIDSON & CO. | $1.5M | 83,703 | Added |
| 14 | OPPENHEIMER & CO INC | $1.3M | 74,877 | Added |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 72,775 | Hold |
| 16 | TWIN FOCUS CAPITAL PARTNERS, LLC | $778,417 | 43,487 | Hold |
| 17 | Private Advisor Group, LLC | $728,403 | 40,693 | Trimmed |
| 18 | Clear Creek Financial Management, LLC | $690,940 | 38,600 | Trimmed |
| 19 | GRACE & WHITE INC /NY | $654,424 | 36,560 | Hold |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $582,190 | 32,524 | Added |
| 21 | Joel Isaacson & Co., LLC | $445,119 | 24,867 | Hold |
| 22 | Closed-End Fund Advisors, Inc. | $412,398 | 23,039 | Trimmed |
| 23 | Heritage Wealth Management, Inc. | $355,422 | 19,856 | New |
| 24 | NWF Advisory Services Inc. | $344,575 | 19,250 | Hold |
| 25 | Sather Financial Group Inc | $342,946 | 19,159 | Hold |