| 1 | SAGESPRING WEALTH PARTNERS, LLC | $118.9M | 2.4M | Added |
| 2 | CFS Investment Advisory Services, LLC | $16.3M | 325,235 | Added |
| 3 | Redhawk Wealth Advisors, Inc. | $13.8M | 273,252 | New |
| 4 | Centerline Wealth Advisors, LLC | $13.5M | 267,533 | Added |
| 5 | WETZEL INVESTMENT ADVISORS, INC. | $12.7M | 253,283 | Added |
| 6 | Forthright Family Wealth Advisory LLC | $12.5M | 247,494 | New |
| 7 | RFG - Bristol Wealth Advisors, LLC | $11.7M | 232,432 | Added |
| 8 | UNIQUE WEALTH, LLC | $9.8M | 194,252 | Added |
| 9 | Storen Legacy Partners, LLC | $8.8M | 175,613 | Added |
| 10 | SWP FINANCIAL LLC | $5.8M | 116,173 | Added |
| 11 | R2 Capital Strategies, LLC | $5.6M | 112,260 | New |
| 12 | Spectrum Planning & Advisory Services Inc. | $5.1M | 101,406 | Added |
| 13 | Cyndeo Wealth Partners, LLC | $5.1M | 101,299 | Trimmed |
| 14 | Daviman Financial, LLC | $4.9M | 98,031 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $3.4M | 67,720 | Added |
| 16 | McKinley Carter Wealth Services, Inc. | $2.6M | 51,745 | Added |
| 17 | PFG Advisors | $2.5M | 50,205 | Trimmed |
| 18 | Taylor & Morgan Wealth Management, LLC | $2.3M | 46,120 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 43,993 | Added |
| 20 | Breakwater Capital Group | $2.2M | 43,298 | Added |
| 21 | MBE Wealth Management, LLC | $1.9M | 38,481 | New |
| 22 | Fairvoy Private Wealth, LLC | $1.5M | 29,134 | Added |
| 23 | Keystone Financial Group, Inc. | $793,525 | 15,768 | Hold |
| 24 | EQ LLC | $687,859 | 13,668 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $507,868 | 10,191 | Added |