| 1 | Pallas Capital Advisors LLC | $8.0M | 257,923 | Added |
| 2 | CENTAURUS FINANCIAL, INC. | $5.3M | 169,654 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.1M | 132,804 | Added |
| 4 | Clear Creek Financial Management, LLC | $4.1M | 131,292 | Added |
| 5 | Mutual Advisors, LLC | $4.1M | 130,534 | Added |
| 6 | Cetera Investment Advisers | $3.7M | 119,706 | Added |
| 7 | CAPTRUST FINANCIAL ADVISORS | $3.3M | 107,565 | Trimmed |
| 8 | MTM FINANCIAL GROUP, LLC | $3.3M | 107,067 | Added |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.5M | 48,112 | Added |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 32,956 | Added |
| 11 | Brookstone Capital Management | $830,520 | 26,722 | Added |
| 12 | NewEdge Wealth, LLC | $713,447 | 22,955 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $660,792 | 21,261 | Added |
| 14 | ARQ WEALTH ADVISORS, LLC | $647,654 | 20,901 | Added |
| 15 | Sugar Maple Asset Management, LLC | $647,148 | 20,822 | Hold |
| 16 | Beacon Pointe Advisors, LLC | $594,250 | 19,120 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $584,615 | 18,810 | Hold |
| 18 | AE Wealth Management LLC | $576,596 | 18,552 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $540,885 | 17,403 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $484,693 | 15,595 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $348,903 | 11,226 | Added |
| 22 | Keating Financial Advisory Services, Inc. | $347,319 | 11,175 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $337,500 | 10,859 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $295,291 | 9,501 | Added |
| 25 | CRUX WEALTH ADVISORS | $273,007 | 8,784 | Added |