| 1 | AE Wealth Management LLC | $122.8M | 1.4M | Added |
| 2 | Vestment Financial LLC | $17.8M | 214,854 | Trimmed |
| 3 | Wealthcare Advisory Partners LLC | $11.0M | 128,604 | Trimmed |
| 4 | Providence Financial Advisors, LLC | $5.9M | 68,547 | Added |
| 5 | Mach-1 Financial Group, LLC | $5.7M | 66,972 | Added |
| 6 | Avior Wealth Management, LLC | $5.6M | 65,564 | Trimmed |
| 7 | Networth Advisors, LLC | $5.0M | 58,191 | Added |
| 8 | Ridgeline Wealth, LLC | $4.9M | 57,665 | Trimmed |
| 9 | CWS Financial Advisors, LLC | $4.4M | 50,885 | Added |
| 10 | Prosperity Financial Group, Inc. | $3.7M | 43,740 | New |
| 11 | PCG Wealth Advisors, LLC | $3.3M | 38,811 | Added |
| 12 | Madrid Wealth Management, LLC | $2.8M | 32,313 | Added |
| 13 | Fortitude Family Office, LLC | $2.4M | 27,664 | Trimmed |
| 14 | Corus Family Wealth Advisors | $1.6M | 18,462 | Added |
| 15 | Belpointe Asset Management LLC | $1.1M | 13,015 | Trimmed |
| 16 | Fortis Capital Advisors, LLC | $1.1M | 13,015 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $1.1M | 12,845 | New |
| 18 | Applied Capital LLC | $658,419 | 7,687 | Trimmed |
| 19 | Prudent Man Investment Management, Inc. | $643,191 | 10,086 | Hold |
| 20 | Verus Financial Partners, Inc. | $483,998 | 5,651 | Hold |
| 21 | Apella Capital, LLC | $475,153 | 5,833 | Hold |
| 22 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $426,014 | 4,974 | Hold |
| 23 | Fragasso Financial Advisors Inc | $415,822 | 4,855 | Hold |
| 24 | Beta Wealth Group, Inc. | $397,836 | 4,645 | Added |
| 25 | Centennial Wealth Advisory LLC | $385,851 | 4,505 | Trimmed |