| 1 | Coppell Advisory Solutions LLC | $6.7M | 338 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $6.5M | 1.2M | Trimmed |
| 3 | MORGAN STANLEY | $3.8M | 705,666 | Added |
| 4 | BENJAMIN EDWARDS INC | $2.4M | 445,350 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 292,906 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.3M | 235,280 | Added |
| 7 | MILESTONE ASSET MANAGEMENT, LLC | $1.0M | 191,816 | Added |
| 8 | LPL Financial LLC | $928,492 | 170,366 | Trimmed |
| 9 | Mutual Advisors, LLC | $582,406 | 106,863 | Added |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $488,249 | 89,587 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $460,000 | 84,414 | Trimmed |
| 12 | Bravias Capital Group, LLC | $426,825 | 78,317 | Added |
| 13 | Medallion Wealth Advisors, LLC | $391,240 | 71,788 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $388,307 | 71,249 | Trimmed |
| 15 | Keystone Financial Group | $363,840 | 66,759 | Added |
| 16 | NewEdge Advisors, LLC | $355,923 | 65,307 | Trimmed |
| 17 | Equitable Holdings, Inc. | $343,558 | 63,038 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $331,599 | 60,844 | Added |
| 19 | Cetera Investment Advisers | $325,368 | 59,700 | Added |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $316,100 | 58,000 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $292,365 | 53,645 | New |
| 22 | Mariner, LLC | $282,906 | 51,909 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $252,641 | 46,356 | Trimmed |
| 24 | Ameritas Advisory Services, LLC | $245,940 | 45,127 | Added |
| 25 | Straight Path Wealth Management | $206,555 | 37,900 | Trimmed |