| 1 | Avior Wealth Management, LLC | $31.8M | 708,022 | New |
| 2 | Legacy CG, LLC | $19.7M | 437,775 | Added |
| 3 | NOTTINGHAM ADVISORS, INC. | $13.5M | 298,421 | Added |
| 4 | Capital Investment Counsel, LLC | $13.5M | 300,440 | New |
| 5 | TWIN FOCUS CAPITAL PARTNERS, LLC | $11.4M | 252,819 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 243,399 | Added |
| 7 | Private Advisor Group, LLC | $9.7M | 215,355 | Added |
| 8 | Dynamic Advisor Solutions LLC | $7.5M | 166,581 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $6.9M | 153,910 | Added |
| 10 | Waterloo Capital, L.P. | $5.7M | 127,511 | Trimmed |
| 11 | WLTH Capital Management, LLC | $5.6M | 125,573 | New |
| 12 | COURIER CAPITAL LLC | $5.4M | 119,655 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 94,851 | Added |
| 14 | S&A Financial Services, Inc. | $3.9M | 86,420 | New |
| 15 | Trilogy Capital Inc. | $3.7M | 81,813 | Added |
| 16 | Brookwood Investment Group LLC | $3.1M | 68,041 | New |
| 17 | Aureum Wealth Management, LLC | $3.0M | 66,075 | Added |
| 18 | Base Wealth Management LLC | $1.8M | 39,443 | Added |
| 19 | Apollon Wealth Management, LLC | $1.6M | 34,521 | New |
| 20 | Providence First Trust Co | $1.5M | 33,191 | Added |
| 21 | Insight Wealth Strategies, LLC | $1.5M | 33,161 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $1.4M | 31,872 | Added |
| 23 | 3EDGE Asset Management, LP | $1.4M | 31,750 | New |
| 24 | LRI Investments, LLC | $1.3M | 30,001 | New |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 27,290 | Added |