| 1 | Linscomb Wealth, Inc. | $86.3M | 1.5M | Trimmed |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $32.1M | 567,317 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 503,822 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $23.8M | 421,971 | Added |
| 5 | Stonebridge Financial Group, LLC | $22.4M | 396,757 | Added |
| 6 | AE Wealth Management LLC | $20.1M | 355,863 | Trimmed |
| 7 | Marion Wealth Management | $18.0M | 317,689 | Added |
| 8 | Three Bearings Fiduciary Advisors, Inc. | $16.1M | 284,239 | New |
| 9 | Kestra Advisory Services, LLC | $16.0M | 282,809 | Trimmed |
| 10 | Avantax Planning Partners, Inc. | $13.3M | 235,598 | Added |
| 11 | Concord Wealth Partners | $13.3M | 234,616 | Trimmed |
| 12 | Avidian Wealth Enterprises, LLC | $13.0M | 229,415 | Trimmed |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $12.6M | 223,446 | Trimmed |
| 14 | Lee-Kelleher Wealth Management | $12.6M | 222,951 | Added |
| 15 | Farther Finance Advisors, LLC | $11.2M | 198,304 | Added |
| 16 | CX Institutional | $10.1M | 179,117 | Added |
| 17 | White Pine Investment CO | $10.0M | 177,549 | Added |
| 18 | Concord Asset Management, LLC/VA | $9.4M | 167,105 | Trimmed |
| 19 | FAS Wealth Partners, Inc. | $9.4M | 166,625 | Added |
| 20 | Melone Private Wealth, LLC | $8.6M | 151,892 | Added |
| 21 | Dynamic Advisor Solutions LLC | $8.5M | 150,378 | Trimmed |
| 22 | Capital Investment Counsel, LLC | $8.4M | 148,059 | Added |
| 23 | Cornerstone Wealth Management, LLC | $8.0M | 142,402 | Trimmed |
| 24 | United Advisor Group, LLC | $8.0M | 141,999 | Added |
| 25 | Grey Ledge Advisors, LLC | $7.8M | 138,793 | Added |