| 1 | Marks Group Wealth Management, Inc | $12.8M | 481,889 | Added |
| 2 | Heck Capital Advisors, LLC | $7.3M | 275,182 | Trimmed |
| 3 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.8M | 217,633 | Trimmed |
| 4 | PRIVATE CLIENT SERVICES, LLC | $2.8M | 106,663 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 98,476 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.0M | 77,064 | Added |
| 7 | Belpointe Asset Management LLC | $2.0M | 75,911 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 73,645 | Added |
| 9 | Colonial River Investments, LLC | $1.5M | 54,902 | New |
| 10 | RFG Advisory, LLC | $1.3M | 50,265 | New |
| 11 | Fearless Solutions, LLC dba Best Invest | $1.2M | 45,320 | Trimmed |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 40,266 | Added |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $890,184 | 33,564 | Added |
| 14 | Kestra Advisory Services, LLC | $502,981 | 18,965 | Added |
| 15 | Unified Investment Management | $432,223 | 16,297 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $373,450 | 14,081 | Added |
| 17 | Plan Group Financial, LLC | $267,978 | 10,104 | New |
| 18 | Onyx Bridge Wealth Group LLC | $203,480 | 7,672 | Trimmed |
| 19 | AdvisorNet Financial, Inc | $118,288 | 4,460 | Added |
| 20 | Farther Finance Advisors, LLC | $91,283 | 3,442 | Added |
| 21 | Key Financial Inc | $42,303 | 1,595 | New |
| 22 | Bogart Wealth, LLC | $29,894 | 1,127 | Hold |
| 23 | Noble Wealth Management PBC | $26,522 | 1,000 | Hold |
| 24 | EverSource Wealth Advisors, LLC | $21,948 | 828 | Added |
| 25 | IFP Advisors, Inc | $19,016 | 717 | Hold |