| 1 | UBS Group AG | $39.1M | 1.7M | Added |
| 2 | LPL Financial LLC | $38.9M | 1.7M | Added |
| 3 | MORGAN STANLEY | $15.7M | 698,232 | Added |
| 4 | Integrated Wealth Concepts LLC | $8.3M | 370,807 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 338,740 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $7.2M | 320,753 | Added |
| 7 | B. Riley Wealth Advisors, Inc. | $6.5M | 288,985 | Added |
| 8 | Systelligence, LLC | $6.3M | 281,841 | Trimmed |
| 9 | Cetera Investment Advisers | $4.2M | 188,414 | Trimmed |
| 10 | Savvy Advisors, Inc. | $4.1M | 180,572 | Added |
| 11 | VICUS CAPITAL | $3.8M | 169,198 | Added |
| 12 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $3.3M | 146,850 | New |
| 13 | Kestra Advisory Services, LLC | $3.1M | 136,137 | Trimmed |
| 14 | Howard Capital Management Inc. | $2.5M | 112,478 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.4M | 107,334 | Added |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | $2.0M | 88,506 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.8M | 78,891 | Added |
| 18 | STIFEL FINANCIAL CORP | $1.6M | 71,481 | Added |
| 19 | Prospera Financial Services Inc | $1.6M | 71,450 | Added |
| 20 | JANE STREET GROUP, LLC | $1.4M | 61,248 | Trimmed |
| 21 | Avestar Capital, LLC | $1.4M | 61,056 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $1.4M | 60,330 | Added |
| 23 | Janney Montgomery Scott LLC | $1.4M | 59,970 | Added |
| 24 | Elevation Capital Advisory, LLC | $1.3M | 57,195 | New |
| 25 | Simplicity Wealth,LLC | $1.3M | 55,652 | New |