| 1 | Mirador Capital Partners LP | $62.3M | 2.7M | Trimmed |
| 2 | LPL Financial LLC | $44.2M | 1.9M | Trimmed |
| 3 | MORGAN STANLEY | $31.3M | 1.4M | Trimmed |
| 4 | Cetera Investment Advisers | $28.4M | 1.2M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $21.2M | 924,269 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $19.4M | 845,074 | Added |
| 7 | CITADEL ADVISORS LLC | $19.1M | 830,303 | Added |
| 8 | COLLECTIVE FAMILY OFFICE LLC | $15.3M | 666,309 | Trimmed |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $13.7M | 598,587 | Trimmed |
| 10 | UBS Group AG | $13.7M | 598,155 | Trimmed |
| 11 | Migdal Insurance & Financial Holdings Ltd. | $12.9M | 560,867 | Added |
| 12 | Advisory Alpha, LLC | $11.7M | 507,769 | Added |
| 13 | Parkway Wealth Management Group, LLC | $10.1M | 441,155 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 432,891 | Trimmed |
| 15 | Cornerstone Planning, LLC | $9.8M | 428,119 | Added |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.7M | 377,575 | Trimmed |
| 17 | Delta Investment Management, LLC | $8.3M | 361,418 | Trimmed |
| 18 | Lido Advisors, LLC | $8.0M | 346,898 | Trimmed |
| 19 | Ashton Thomas Private Wealth, LLC | $7.8M | 340,946 | Trimmed |
| 20 | Larson Financial Group LLC | $7.6M | 329,412 | Trimmed |
| 21 | RPg Family Wealth Advisory, LLC | $7.5M | 325,375 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $7.4M | 320,516 | Added |
| 23 | Verity Asset Management, Inc. | $7.2M | 311,813 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 293,559 | Added |
| 25 | BANK OF MONTREAL /CAN/ | $6.7M | 293,250 | Added |