| 1 | Noble Family Wealth, LLC | $11.4M | 87,291 | Trimmed |
| 2 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.1M | 23,362 | Trimmed |
| 3 | WealthBridge Capital Management, LLC | $2.7M | 20,865 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 20,843 | Trimmed |
| 5 | Westside Investment Management, Inc. | $2.7M | 20,811 | Trimmed |
| 6 | Well Done, LLC | $1.7M | 13,281 | Trimmed |
| 7 | Apollon Wealth Management, LLC | $1.5M | 11,533 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.5M | 11,306 | Added |
| 9 | Prospera Financial Services Inc | $1.3M | 10,264 | Trimmed |
| 10 | ROBINSON SMITH WEALTH ADVISORS LLC | $959,321 | 7,316 | Trimmed |
| 11 | AMARILLO NATIONAL BANK | $921,984 | 7,031 | Trimmed |
| 12 | Institute for Wealth Management, LLC. | $880,285 | 6,713 | Trimmed |
| 13 | Dickmeyer Boyce Financial Management, Inc. | $811,756 | 6,190 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $770,635 | 5,877 | Trimmed |
| 15 | Decker Wealth Management LLC | $624,972 | 4,766 | Trimmed |
| 16 | Nadler Financial Group, Inc. | $489,120 | 3,730 | Hold |
| 17 | Kestra Advisory Services, LLC | $438,928 | 3,347 | Trimmed |
| 18 | Graves Light Lenhart Wealth, Inc. | $436,012 | 3,325 | Hold |
| 19 | LGL PARTNERS, LLC | $381,416 | 2,909 | Trimmed |
| 20 | Spire Wealth Management | $376,819 | 2,874 | Added |
| 21 | Bouchey Financial Group Ltd | $372,413 | 2,840 | Hold |
| 22 | McKinley Carter Wealth Services, Inc. | $352,479 | 2,688 | Hold |
| 23 | WEBSTER BANK, N. A. | $312,092 | 2,380 | Trimmed |
| 24 | Fingerlakes Wealth Management, Inc. | $297,429 | 2,268 | Added |
| 25 | AUGUSTINE ASSET MANAGEMENT INC | $260,589 | 1,987 | Hold |