| 1 | Parcion Private Wealth LLC | $42.2M | 1.5M | New |
| 2 | FFG Partners, LLC | $11.1M | 398,150 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 175,163 | Added |
| 4 | Focus Financial Network, Inc. | $3.7M | 132,684 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 72,026 | Added |
| 6 | ARS Investment Partners, LLC | $2.0M | 70,801 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.6M | 59,044 | New |
| 8 | RATIONAL ADVISORS, INC. | $1.5M | 53,132 | Trimmed |
| 9 | HERITAGE OAK WEALTH ADVISORS LLC | $1.4M | 48,621 | New |
| 10 | Fisher Asset Management, LLC | $1.3M | 46,585 | Trimmed |
| 11 | Bright Futures Wealth Management, LLC. | $1.3M | 45,324 | Trimmed |
| 12 | Private Advisor Group, LLC | $1.2M | 42,730 | New |
| 13 | Kestra Advisory Services, LLC | $1.1M | 40,430 | New |
| 14 | Planned Solutions, Inc. | $1.1M | 38,044 | Trimmed |
| 15 | MGO ONE SEVEN LLC | $1.0M | 35,906 | New |
| 16 | Teamwork Financial Advisors, LLC | $875,260 | 31,304 | Trimmed |
| 17 | Creekside Partners | $699,000 | 25,000 | Hold |
| 18 | Clear Creek Financial Management, LLC | $646,100 | 23,108 | New |
| 19 | PERRYMAN FINANCIAL ADVISORY INC /AD | $608,837 | 21,775 | New |
| 20 | M Wealth Management, LLC | $539,880 | 19,309 | Hold |
| 21 | Strategic Blueprint, LLC | $451,346 | 16,143 | Added |
| 22 | Summit Wealth Partners, LLC | $429,214 | 15,351 | New |
| 23 | KINGSWOOD WEALTH ADVISORS, LLC | $408,216 | 14,600 | New |
| 24 | PRINCIPAL SECURITIES, INC. | $401,562 | 14,362 | New |
| 25 | Guardian Asset Advisors, LLC | $292,254 | 10,455 | Trimmed |