| 1 | PERRYMAN FINANCIAL ADVISORY INC /AD | $7.0M | 138,804 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 104,035 | Added |
| 3 | Summit Financial Wealth Advisors, LLC | $3.7M | 74,145 | Added |
| 4 | Gateway Wealth Partners, LLC | $2.0M | 40,364 | Trimmed |
| 5 | Sherry Group, Inc. | $2.0M | 38,903 | Added |
| 6 | 1900 WEALTH MANAGEMENT LLC | $1.4M | 28,152 | Hold |
| 7 | ALPS ADVISORS INC | $1.2M | 22,975 | New |
| 8 | Kestra Advisory Services, LLC | $1.2M | 22,919 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.1M | 22,614 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 21,130 | Trimmed |
| 11 | Maltin Wealth Management, Inc. | $1.1M | 20,842 | Added |
| 12 | PUREfi Wealth, LLC | $913,730 | 18,112 | Added |
| 13 | PRIVATE CLIENT SERVICES, LLC | $675,576 | 13,391 | Added |
| 14 | Private Advisor Group, LLC | $638,907 | 12,664 | Added |
| 15 | AE Wealth Management LLC | $544,521 | 10,793 | Trimmed |
| 16 | GUIDANCE CAPITAL, INC | $534,954 | 10,444 | Added |
| 17 | Sowell Financial Services LLC | $490,758 | 9,728 | Added |
| 18 | DELTA CAPITAL MANAGEMENT LLC | $409,000 | 8,100 | Hold |
| 19 | Savvy Advisors, Inc. | $402,036 | 7,969 | Added |
| 20 | BostonPremier Wealth LLC | $330,979 | 6,561 | Trimmed |
| 21 | Provenance Wealth Advisors, LLC | $45,405 | 900 | Hold |
| 22 | Cullen/Frost Bankers, Inc. | $41,117 | 815 | Hold |
| 23 | SOA Wealth Advisors, LLC. | $23,762 | 471 | Hold |
| 24 | Atlantic Edge Private Wealth Management, LLC | $7,871 | 156 | Hold |
| 25 | CITIGROUP INC | $5,953 | 118 | New |