| 1 | LPL Financial LLC | $28.1M | 682,255 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $9.7M | 234,218 | Added |
| 3 | STIFEL FINANCIAL CORP | $7.1M | 172,753 | Added |
| 4 | Steward Partners Investment Advisory, LLC | $3.5M | 84,933 | Added |
| 5 | RPS ADVISORY SOLUTIONS LLC | $3.3M | 80,520 | Trimmed |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $3.3M | 78,913 | Added |
| 7 | Golden State Equity Partners | $2.2M | 54,453 | New |
| 8 | Cornerstone Wealth Management, LLC | $2.0M | 49,448 | Added |
| 9 | Gladstone Institutional Advisory LLC | $1.7M | 42,108 | New |
| 10 | Golden State Wealth Management, LLC | $1.7M | 40,093 | New |
| 11 | JANE STREET GROUP, LLC | $1.2M | 28,275 | New |
| 12 | OSAIC HOLDINGS, INC. | $1.1M | 26,610 | Added |
| 13 | Private Advisor Group, LLC | $1.0M | 25,240 | Added |
| 14 | FLOW TRADERS U.S. LLC | $970,000 | 23,510 | New |
| 15 | Independent Advisor Alliance | $955,408 | 23,168 | New |
| 16 | Integrated Advisors Network LLC | $467,518 | 11,337 | New |
| 17 | Atlas Wealth LLC | $457,455 | 11,093 | New |
| 18 | Kestra Advisory Services, LLC | $415,681 | 10,080 | New |
| 19 | Mutual Advisors, LLC | $328,554 | 7,967 | New |
| 20 | Janney Montgomery Scott LLC | $302,000 | 7,328 | New |
| 21 | Vestmark Advisory Solutions, Inc. | $298,565 | 7,240 | New |
| 22 | ELEVATION POINT WEALTH PARTNERS, LLC | $298,565 | 7,240 | New |
| 23 | MORGAN STANLEY | $98,229 | 2,382 | Trimmed |
| 24 | PRIVATE TRUST CO NA | $38,022 | 922 | Added |
| 25 | Royal Bank of Canada | $32,000 | 788 | New |