| 1 | UBS Group AG | $41.0M | 1.9M | Added |
| 2 | DKM Wealth Management, Inc. | $21.1M | 957,773 | Trimmed |
| 3 | STIFEL FINANCIAL CORP | $18.5M | 837,046 | Added |
| 4 | MORGAN STANLEY | $17.0M | 771,895 | Added |
| 5 | Atlas Wealth LLC | $15.7M | 710,893 | New |
| 6 | RAYMOND JAMES FINANCIAL INC | $15.6M | 705,598 | Added |
| 7 | Advisors Asset Management, Inc. | $12.5M | 567,963 | Trimmed |
| 8 | Kera Capital Partners, Inc. | $10.6M | 481,195 | Added |
| 9 | Royal Bank of Canada | $10.2M | 462,544 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $9.4M | 427,434 | Trimmed |
| 11 | LPL Financial LLC | $7.2M | 325,663 | Added |
| 12 | Rockefeller Capital Management L.P. | $3.6M | 161,091 | Added |
| 13 | Sanctuary Advisors, LLC | $3.1M | 139,471 | Added |
| 14 | Private Advisor Group, LLC | $2.7M | 121,022 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 120,616 | Added |
| 16 | Hennion & Walsh Asset Management, Inc. | $2.3M | 104,913 | Added |
| 17 | Thomas J. Herzfeld Advisors, Inc. | $1.8M | 80,479 | Added |
| 18 | Alessandra Capital Management, LLC | $1.7M | 79,006 | Trimmed |
| 19 | EVOLVE PRIVATE WEALTH, LLC | $1.7M | 77,958 | Trimmed |
| 20 | Invesco Ltd. | $1.7M | 77,632 | Trimmed |
| 21 | Concurrent Investment Advisors, LLC | $1.6M | 71,540 | Trimmed |
| 22 | Janney Montgomery Scott LLC | $1.5M | 69,629 | Added |
| 23 | D.A. DAVIDSON & CO. | $1.5M | 69,238 | Added |
| 24 | Kestra Advisory Services, LLC | $1.5M | 67,406 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $1.2M | 56,219 | Added |