| 1 | Key Financial Inc | $19.9M | 293,975 | Added |
| 2 | Linscomb Wealth, Inc. | $9.0M | 132,932 | Trimmed |
| 3 | Shore Point Advisors, LLC | $6.4M | 93,890 | Trimmed |
| 4 | TopTier Wealth Management, LLC | $6.3M | 93,282 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 76,582 | Trimmed |
| 6 | Amplius Wealth Advisors, LLC | $4.5M | 65,656 | Trimmed |
| 7 | CULBERTSON A N & CO INC | $4.1M | 61,043 | Trimmed |
| 8 | NewSquare Capital LLC | $3.9M | 57,355 | Added |
| 9 | Private Advisor Group, LLC | $3.3M | 47,989 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.2M | 46,756 | Added |
| 11 | Merit Financial Group, LLC | $3.0M | 44,589 | Trimmed |
| 12 | Atria Investments, Inc | $1.8M | 27,111 | Trimmed |
| 13 | OPTIMA CAPITAL LLC | $1.6M | 24,255 | Added |
| 14 | NBC SECURITIES, INC. | $1.5M | 21,887 | Added |
| 15 | Kestra Advisory Services, LLC | $1.4M | 20,831 | Trimmed |
| 16 | New Perspectives, Inc | $1.4M | 20,533 | Trimmed |
| 17 | HOWARD WEALTH MANAGEMENT, LLC | $1.3M | 19,178 | Trimmed |
| 18 | MOLLER WEALTH PARTNERS | $1.2M | 18,397 | Hold |
| 19 | Avidian Wealth Enterprises, LLC | $1.1M | 16,897 | Added |
| 20 | Three Bearings Fiduciary Advisors, Inc. | $1.1M | 16,774 | New |
| 21 | TITLEIST ASSET MANAGEMENT, LLC | $939,865 | 13,864 | Trimmed |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $852,465 | 12,575 | Trimmed |
| 23 | Oxler Private Wealth LLC | $733,806 | 10,825 | Trimmed |
| 24 | S.A. Mason LLC | $640,616 | 9,450 | Hold |
| 25 | RFG Advisory, LLC | $579,622 | 8,550 | Added |