| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $29.5M | 1.2M | Hold |
| 2 | LPL Financial LLC | $28.9M | 1.1M | Added |
| 3 | Copia Wealth Management | $7.6M | 295,383 | Added |
| 4 | Carmel Capital Partners, LLC | $6.6M | 258,925 | Trimmed |
| 5 | Arax Advisory Partners | $5.0M | 194,788 | Added |
| 6 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $4.6M | 180,564 | New |
| 7 | WESPAC Advisors, LLC | $4.1M | 159,133 | Added |
| 8 | Fortis Group Advisors, LLC | $4.0M | 154,727 | Added |
| 9 | Spectrum Asset Management, Inc. (NB/CA) | $3.2M | 124,361 | Added |
| 10 | PRIMORIS WEALTH ADVISORS, LLC | $2.9M | 114,650 | Added |
| 11 | Inspire Advisors, LLC | $2.3M | 90,044 | Added |
| 12 | WMG Financial Advisors, LLC | $2.2M | 85,397 | Trimmed |
| 13 | Hobbs Group Advisors, LLC | $2.0M | 78,734 | New |
| 14 | Farther Finance Advisors, LLC | $2.0M | 77,964 | Added |
| 15 | Black Swift Group, LLC | $1.6M | 62,250 | Trimmed |
| 16 | Valeo Financial Advisors, LLC | $1.3M | 50,000 | Hold |
| 17 | CITADEL ADVISORS LLC | $1.3M | 48,821 | Added |
| 18 | GRIFFIN ASSET MANAGEMENT, INC. | $1.2M | 45,417 | Added |
| 19 | J.W. COLE ADVISORS, INC. | $1.2M | 45,409 | Added |
| 20 | Estate Planners Group, LLC | $1.0M | 40,164 | Added |
| 21 | BANK OF MONTREAL /CAN/ | $966,377 | 37,727 | Added |
| 22 | PRIVATE TRUST CO NA | $811,381 | 31,676 | Added |
| 23 | IHT Wealth Management, LLC | $806,687 | 31,493 | Trimmed |
| 24 | Silverleafe Capital Partners, LLC | $682,908 | 26,660 | Added |
| 25 | Beverly Hills Private Wealth, LLC | $666,477 | 26,019 | Trimmed |