| 1 | Rockport Wealth LLC | $75.9M | 3.8M | Added |
| 2 | OxenFree Capital LLC | $8.1M | 401,157 | Added |
| 3 | WMG Financial Advisors, LLC | $6.1M | 302,685 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $5.2M | 254,668 | Trimmed |
| 5 | Haven Private, LLC | $4.1M | 202,803 | Added |
| 6 | Farther Finance Advisors, LLC | $4.0M | 196,132 | Trimmed |
| 7 | NWAM LLC | $2.9M | 141,275 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 124,760 | Trimmed |
| 9 | J.W. COLE ADVISORS, INC. | $2.3M | 113,401 | Added |
| 10 | TCP Asset Management, LLC | $2.2M | 109,249 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 94,903 | Added |
| 12 | B. Riley Wealth Advisors, Inc. | $1.8M | 88,727 | Added |
| 13 | PRIMORIS WEALTH ADVISORS, LLC | $1.3M | 63,301 | New |
| 14 | Fiscal Wisdom Wealth Management, LLC | $1.1M | 54,091 | Trimmed |
| 15 | Realta Investment Advisors | $1.1M | 53,951 | Added |
| 16 | Synergy Asset Management, LLC | $984,878 | 48,660 | New |
| 17 | TCFG Investment Advisors, LLC | $864,945 | 42,734 | Trimmed |
| 18 | Brookwood Investment Group LLC | $847,459 | 41,870 | Added |
| 19 | HICKS CAPITAL MANAGEMENT LLC | $512,416 | 25,317 | Trimmed |
| 20 | CLG LLC | $508,532 | 25,125 | Trimmed |
| 21 | Independent Wealth Network Inc. | $475,660 | 23,501 | Trimmed |
| 22 | Kovack Advisors, Inc. | $424,116 | 20,989 | Trimmed |
| 23 | Compound Planning, Inc. | $387,883 | 19,164 | Trimmed |
| 24 | Belpointe Asset Management LLC | $327,909 | 16,201 | Trimmed |
| 25 | Trilogy Capital Inc. | $302,709 | 14,956 | Added |