| 1 | Miracle Mile Advisors, LLC | $95.2M | 1.9M | Trimmed |
| 2 | Cerity Partners LLC | $13.4M | 261,446 | Added |
| 3 | FIRST AMERICAN TRUST, FSB | $8.3M | 161,344 | Added |
| 4 | Ducere Wealth Management LLC | $5.7M | 110,701 | Trimmed |
| 5 | Curated Wealth Partners LLC | $4.7M | 90,902 | Added |
| 6 | LPL Financial LLC | $3.7M | 73,210 | New |
| 7 | Perigon Wealth Management, LLC | $3.1M | 60,715 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $3.1M | 60,207 | Added |
| 9 | Royal Bank of Canada | $2.6M | 50,124 | New |
| 10 | Weaver Consulting Group | $2.5M | 48,146 | Added |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | $1.4M | 27,783 | Trimmed |
| 12 | Planned Solutions, Inc. | $1.3M | 26,152 | Added |
| 13 | HighTower Advisors, LLC | $1.3M | 25,125 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 22,435 | New |
| 15 | D.A. DAVIDSON & CO. | $1.0M | 20,300 | New |
| 16 | Cresset Asset Management, LLC | $980,552 | 19,151 | New |
| 17 | Roberts Wealth Advisors, LLC | $852,090 | 16,642 | New |
| 18 | Elequin Capital, LP | $641,089 | 12,521 | Trimmed |
| 19 | RVW Wealth, LLC | $592,090 | 11,564 | Trimmed |
| 20 | Robertson Stephens Wealth Management, LLC | $569,971 | 11,132 | Added |
| 21 | Hennion & Walsh Asset Management, Inc. | $510,424 | 9,969 | New |
| 22 | Occidental Asset Management, LLC | $476,170 | 9,300 | New |
| 23 | Sanctuary Advisors, LLC | $457,840 | 8,942 | Added |
| 24 | Magnus Financial Group LLC | $429,493 | 8,388 | Added |
| 25 | Sowell Financial Services LLC | $376,840 | 7,360 | New |