| 1 | Gradient Investments LLC | $20.3M | 392,043 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 332,428 | Trimmed |
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | $10.0M | 193,985 | Added |
| 4 | MIDLAND WEALTH ADVISORS LLC | $8.8M | 169,233 | New |
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M | 164,149 | Added |
| 6 | Seascape Capital Management | $8.3M | 160,888 | Added |
| 7 | Holcombe Financial, Inc. | $6.1M | 118,379 | Trimmed |
| 8 | Global Wealth Management Investment Advisory, Inc. | $6.0M | 115,634 | Added |
| 9 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M | 98,390 | Added |
| 10 | Apollon Wealth Management, LLC | $4.9M | 94,656 | New |
| 11 | Ashton Thomas Private Wealth, LLC | $4.6M | 88,890 | New |
| 12 | Auour Investments LLC | $4.4M | 85,567 | New |
| 13 | PRINCIPAL SECURITIES, INC. | $2.6M | 50,971 | Trimmed |
| 14 | NAPLES GLOBAL ADVISORS, LLC | $2.4M | 46,886 | Added |
| 15 | STAPP WEALTH MANAGEMENT, PLLC | $2.2M | 43,034 | Added |
| 16 | Wealthcare Advisory Partners LLC | $2.2M | 42,712 | Trimmed |
| 17 | Walser Wealth Management Company, A Ltd Liability Co | $1.5M | 29,813 | Added |
| 18 | PARK AVENUE SECURITIES LLC | $1.4M | 26,454 | Trimmed |
| 19 | First Financial Group Corp | $1.2M | 23,530 | Added |
| 20 | BALDWIN WEALTH PARTNERS LLC/MA | $1.2M | 23,504 | Trimmed |
| 21 | Belpointe Asset Management LLC | $1.2M | 22,424 | Trimmed |
| 22 | Brucke Financial, Inc. | $1.0M | 19,369 | Added |
| 23 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $906,381 | 17,496 | Added |
| 24 | Sunbeam Capital Management, LLC | $768,216 | 14,829 | Added |
| 25 | Paladin Wealth, LLC | $755,473 | 14,583 | Added |