| 1 | ALM First Financial Advisors, LLC | $56.3M | 1.6M | Added |
| 2 | D.A. DAVIDSON & CO. | $12.7M | 351,412 | Added |
| 3 | Rockport Wealth LLC | $10.7M | 298,366 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 231,848 | Trimmed |
| 5 | Sepio Capital, LP | $8.3M | 230,805 | Added |
| 6 | OPTIMA CAPITAL LLC | $6.9M | 190,686 | Added |
| 7 | ALTFEST L J & CO INC | $6.4M | 178,176 | Added |
| 8 | Atlas Wealth LLC | $5.4M | 151,060 | Added |
| 9 | Fortis Group Advisors, LLC | $4.7M | 129,988 | Added |
| 10 | Pekin Hardy Strauss, Inc. | $2.3M | 62,827 | Added |
| 11 | Riverbend Wealth Management, LLC | $1.7M | 48,447 | New |
| 12 | Secure Asset Management, LLC | $1.7M | 47,112 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $1.6M | 45,127 | Added |
| 14 | HBW ADVISORY SERVICES LLC | $1.6M | 44,893 | Added |
| 15 | McGrath & Associates, Inc. | $1.6M | 43,389 | Added |
| 16 | Miller Global Investments, LLC | $1.4M | 39,130 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $1.4M | 38,925 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 35,213 | Trimmed |
| 19 | Del-Sette Capital Management, LLC | $1.1M | 29,238 | Trimmed |
| 20 | Trademark Financial Management, LLC | $796,906 | 22,124 | Added |
| 21 | ORG Wealth Partners, LLC | $764,962 | 482,211 | Added |
| 22 | Encompass More Asset Management | $675,123 | 18,743 | Added |
| 23 | FSA WEALTH PARTNERS, INC. | $659,202 | 18,301 | Trimmed |
| 24 | Belpointe Asset Management LLC | $625,122 | 17,354 | Added |
| 25 | TCFG Investment Advisors, LLC | $378,642 | 10,512 | New |