| 1 | Warren Street Wealth Advisors, LLC | $13.1M | 579,283 | Added |
| 2 | Wright Wealth LLC | $7.1M | 315,373 | Added |
| 3 | Kestra Advisory Services, LLC | $5.6M | 249,283 | Trimmed |
| 4 | Team Financial Group, LLC | $3.0M | 130,413 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.6M | 114,054 | Added |
| 6 | MISSION WEALTH MANAGEMENT, LP | $1.7M | 75,842 | Trimmed |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 52,430 | Added |
| 8 | Global Wealth Management Investment Advisory, Inc. | $917,850 | 40,523 | Trimmed |
| 9 | Private Advisor Group, LLC | $871,469 | 38,475 | Added |
| 10 | Gateway Wealth Partners, LLC | $648,613 | 28,636 | Trimmed |
| 11 | WealthBridge Capital Management, LLC | $521,539 | 23,026 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $489,580 | 21,615 | Trimmed |
| 13 | Brookwood Investment Group LLC | $420,361 | 18,559 | Added |
| 14 | Covenant Asset Management, LLC | $407,202 | 17,978 | Hold |
| 15 | XY Planning Network, Inc. | $392,176 | 17,315 | Hold |
| 16 | Bison Wealth, LLC | $364,233 | 15,599 | Trimmed |
| 17 | Creekside Partners | $354,104 | 15,634 | Hold |
| 18 | Fermata Advisors, LLC | $259,917 | 11,475 | Trimmed |
| 19 | OPPENHEIMER & CO INC | $258,527 | 11,414 | Added |
| 20 | REAP Financial Group, LLC | $241,218 | 10,650 | Trimmed |
| 21 | Merit Financial Group, LLC | $208,812 | 9,219 | Trimmed |
| 22 | TD Waterhouse Canada Inc. | $160,334 | 7,107 | Hold |
| 23 | Ashton Thomas Private Wealth, LLC | $113,046 | 4,991 | Hold |
| 24 | GoalVest Advisory LLC | $50,691 | 2,238 | Hold |
| 25 | Farther Finance Advisors, LLC | $38,845 | 1,715 | Trimmed |