| 1 | Wealthcare Advisory Partners LLC | $8.3M | 135,041 | Added |
| 2 | McGrath & Associates, Inc. | $8.1M | 132,140 | Added |
| 3 | STAPP WEALTH MANAGEMENT, PLLC | $7.6M | 123,616 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $7.0M | 114,364 | Added |
| 5 | Kestra Advisory Services, LLC | $6.1M | 100,543 | Added |
| 6 | Fermata Advisors, LLC | $5.3M | 87,185 | Added |
| 7 | SFG Wealth Management, LLC. | $2.0M | 33,019 | Trimmed |
| 8 | OPTIMA CAPITAL LLC | $1.7M | 27,272 | Trimmed |
| 9 | Spinnaker Investment Group, LLC | $1.5M | 24,597 | Added |
| 10 | SteelPeak Wealth, LLC | $1.2M | 20,096 | Added |
| 11 | LWM Advisory Services, LLC | $1.2M | 20,000 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 19,871 | Added |
| 13 | Worth Asset Management, LLC | $1.0M | 16,923 | Trimmed |
| 14 | Lunt Capital Management, Inc. | $778,900 | 12,749 | Trimmed |
| 15 | M Wealth Management, LLC | $719,822 | 11,782 | Added |
| 16 | Elm3 Financial Group, LLC | $642,920 | 10,523 | Trimmed |
| 17 | XY Planning Network, Inc. | $483,139 | 7,908 | Added |
| 18 | Redhawk Wealth Advisors, Inc. | $399,967 | 6,547 | Trimmed |
| 19 | Optivise Advisory Services LLC | $367,792 | 6,020 | Hold |
| 20 | Atria Investments, Inc | $335,391 | 5,490 | Trimmed |
| 21 | Prospera Financial Services Inc | $300,825 | 4,924 | Trimmed |
| 22 | Noble Wealth Management PBC | $251,406 | 4,115 | Added |
| 23 | J.W. COLE ADVISORS, INC. | $240,588 | 3,938 | Trimmed |
| 24 | Team Financial Group, LLC | $214,567 | 3,512 | Added |
| 25 | AE Wealth Management LLC | $175,132 | 2,867 | Added |