| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $227.3M | 8.5M | Added |
| 2 | MATHER GROUP, LLC. | $12.7M | 327,801 | New |
| 3 | Marks Group Wealth Management, Inc | $8.1M | 261,308 | Added |
| 4 | JANE STREET GROUP, LLC | $7.8M | 258,833 | Added |
| 5 | Brookwood Investment Group LLC | $6.9M | 140,227 | New |
| 6 | Wealthcare Advisory Partners LLC | $4.6M | 123,199 | Added |
| 7 | Cresset Asset Management, LLC | $4.3M | 131,742 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 117,478 | Added |
| 9 | CITADEL ADVISORS LLC | $3.4M | 106,501 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.6M | 85,336 | New |
| 11 | Security National Bank | $2.3M | 73,611 | New |
| 12 | Royal Bank of Canada | $1.8M | 58,343 | Added |
| 13 | HighTower Advisors, LLC | $1.3M | 54,331 | Added |
| 14 | Financial Sense Advisors, Inc. | $1.3M | 42,200 | New |
| 15 | StoneX Group Inc. | $1.2M | 49,385 | Added |
| 16 | OSAIC HOLDINGS, INC. | $1.1M | 36,003 | New |
| 17 | Corient Private Wealth LLC | $1.1M | 34,710 | Trimmed |
| 18 | Castle Rock Wealth Management, LLC | $790,454 | 24,495 | New |
| 19 | HARBOUR INVESTMENTS, INC. | $748,248 | 20,353 | New |
| 20 | KICKSTAND VENTURES, LLC. | $615,326 | 24,917 | Added |
| 21 | LPL Financial LLC | $534,117 | 17,263 | New |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $466,086 | 14,443 | Added |
| 23 | INSIGNEO ADVISORY SERVICES, LLC | $372,023 | 12,024 | New |
| 24 | Kestra Advisory Services, LLC | $358,644 | 10,944 | New |
| 25 | Capital Advisors, Ltd. LLC | $353,000 | 11,396 | New |