| 1 | Dynamic Advisor Solutions LLC | $15.8M | 177,475 | Added |
| 2 | TTRF Capital Ltd | $7.8M | 87,700 | New |
| 3 | UNICOM Systems, Inc. | $4.5M | 51,000 | New |
| 4 | PensionDanmark Pensionsforsikringsaktieselskab | $3.0M | 33,300 | New |
| 5 | First Heartland Consultants, Inc. | $2.9M | 32,799 | Added |
| 6 | FNY Investment Advisers, LLC | $2.1M | 23,760 | Added |
| 7 | Castle Rock Wealth Management, LLC | $1.4M | 16,015 | New |
| 8 | Valeo Financial Advisors, LLC | $496,764 | 5,590 | Added |
| 9 | Hummer Financial Advisory Services Inc | $293,238 | 3,300 | Hold |
| 10 | Teamwork Financial Advisors, LLC | $259,293 | 2,918 | New |
| 11 | GAMMA Investing LLC | $240,277 | 2,704 | Added |
| 12 | CoreCap Advisors, LLC | $131,868 | 1,484 | Added |
| 13 | Byrne Asset Management LLC | $88,860 | 1,000 | Added |
| 14 | Versant Capital Management, Inc | $84,417 | 950 | Trimmed |
| 15 | Grove Bank & Trust | $26,658 | 300 | New |
| 16 | Noble Wealth Management PBC | $26,658 | 300 | Trimmed |
| 17 | Dogwood Wealth Management LLC | $20,349 | 229 | Added |
| 18 | Hilltop National Bank | $17,772 | 200 | New |
| 19 | West Financial Advisors, LLC | $17,772 | 200 | Hold |
| 20 | MassMutual Private Wealth & Trust, FSB | $16,350 | 184 | Trimmed |
| 21 | Beaird Harris Wealth Management, LLC | $4,888 | 55 | Hold |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $4,443 | 50 | Hold |
| 23 | CX Institutional | $4,000 | 41 | Added |
| 24 | Retirement Wealth Solutions LLC | $3,466 | 39 | Trimmed |
| 25 | ELEVATION WEALTH PARTNERS, LLC | $1,422 | 16 | New |