| 1 | MORGAN STANLEY | $60.4M | 2.8M | Added |
| 2 | Arvest Bank Trust Division | $38.4M | 1.8M | Trimmed |
| 3 | LPL Financial LLC | $28.1M | 1.3M | Added |
| 4 | Coastal Bridge Advisors, LLC | $22.4M | 1.0M | Added |
| 5 | Royal Bank of Canada | $20.0M | 917,037 | Added |
| 6 | UBS Group AG | $19.4M | 886,810 | Trimmed |
| 7 | Modern Wealth Management, LLC | $17.7M | 809,233 | Added |
| 8 | Wealthspire Advisors, LLC | $15.9M | 727,590 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $14.9M | 683,567 | Added |
| 10 | ARVEST INVESTMENTS, INC. | $13.3M | 610,463 | Trimmed |
| 11 | STIFEL FINANCIAL CORP | $9.7M | 444,159 | Added |
| 12 | OSAIC HOLDINGS, INC. | $7.0M | 319,994 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $6.6M | 301,151 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $6.0M | 275,480 | Added |
| 15 | Summit Financial, LLC | $4.7M | 215,192 | Trimmed |
| 16 | HB Wealth Management, LLC | $4.5M | 208,232 | New |
| 17 | Triad Wealth Partners, LLC | $4.2M | 186,543 | New |
| 18 | Paller Financial Services Inc | $3.8M | 173,202 | Trimmed |
| 19 | Z3 Capital Partners, LLC | $3.4M | 154,621 | Trimmed |
| 20 | Cetera Investment Advisers | $3.2M | 147,894 | Trimmed |
| 21 | Retirement Planning Co of New England, Inc. | $3.2M | 146,441 | Added |
| 22 | NOTTINGHAM ADVISORS, INC. | $3.2M | 140,901 | Added |
| 23 | Cambridge Advisors Inc. | $3.1M | 142,258 | Trimmed |
| 24 | NWF Advisory Services Inc. | $3.0M | 136,989 | Trimmed |
| 25 | Sowell Financial Services LLC | $2.9M | 133,949 | Trimmed |