| 1 | Crumly & Associates Inc. | $3.4M | 34,452 | Added |
| 2 | 180 WEALTH ADVISORS, LLC | $3.3M | 33,137 | Added |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $2.1M | 21,241 | New |
| 4 | Castle Rock Wealth Management, LLC | $2.1M | 24,119 | Trimmed |
| 5 | Meadowbrook Wealth Management, LLC | $1.1M | 13,282 | Trimmed |
| 6 | Teamwork Financial Advisors, LLC | $1.1M | 11,085 | New |
| 7 | HOWARD FINANCIAL SERVICES, LTD. | $746,550 | 7,500 | Hold |
| 8 | TrueWealth Advisors, LLC | $563,098 | 5,657 | New |
| 9 | Dynamic Advisor Solutions LLC | $426,031 | 4,280 | Trimmed |
| 10 | Avior Wealth Management, LLC | $359,339 | 3,610 | Trimmed |
| 11 | CoreCap Advisors, LLC | $359,339 | 3,610 | Added |
| 12 | M.E. ALLISON & CO., INC. | $319,524 | 3,210 | Hold |
| 13 | Cooper Financial Group | $290,557 | 2,919 | Trimmed |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $230,493 | 2,316 | Added |
| 15 | Noble Wealth Management PBC | $226,454 | 2,275 | Hold |
| 16 | FNY Investment Advisers, LLC | $159,000 | 1,598 | Added |
| 17 | Cedar Mountain Advisors, LLC | $141,845 | 1,425 | Hold |
| 18 | Strategic Investment Solutions, Inc. /IL | $119,647 | 1,202 | Added |
| 19 | GAMMA Investing LLC | $104,019 | 1,045 | Added |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $61,118 | 614 | Hold |
| 21 | KERR FINANCIAL PLANNING Corp | $19,908 | 200 | Hold |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $14,931 | 150 | Hold |
| 23 | MJT & Associates Financial Advisory Group, Inc. | $12,443 | 125 | Hold |
| 24 | MassMutual Private Wealth & Trust, FSB | $8,959 | 90 | New |
| 25 | Retirement Wealth Solutions LLC | $1,295 | 13 | Trimmed |