| 1 | ZEGA Investments, LLC | $54.0M | 1.9M | Added |
| 2 | Concord Wealth Partners | $35.3M | 1.3M | Added |
| 3 | Concord Asset Management, LLC/VA | $33.1M | 1.2M | Added |
| 4 | Rathbones Group PLC | $12.2M | 436,000 | Hold |
| 5 | Cambridge Investment Research Advisors, Inc. | $11.9M | 426,726 | Added |
| 6 | Decker Wealth Management LLC | $10.5M | 375,667 | Trimmed |
| 7 | Luken Investment Analytics, LLC | $8.3M | 296,160 | Trimmed |
| 8 | Hedeker Wealth, LLC | $6.1M | 217,379 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $5.0M | 178,382 | Added |
| 10 | Auour Investments LLC | $4.2M | 148,579 | Added |
| 11 | ORBA Wealth Advisors, L.L.C. | $2.4M | 86,707 | Added |
| 12 | Midwest Financial Network, LLC | $1.4M | 51,126 | New |
| 13 | Savvy Advisors, Inc. | $1.3M | 44,766 | Trimmed |
| 14 | Sharkey, Howes & Javer | $1.2M | 43,174 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 41,084 | Trimmed |
| 16 | Private Advisor Group, LLC | $1.0M | 36,835 | Added |
| 17 | SHEETS SMITH WEALTH MANAGEMENT | $936,716 | 33,514 | Added |
| 18 | Atria Investments, Inc | $913,294 | 32,676 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $584,462 | 20,952 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $489,000 | 17,498 | Trimmed |
| 21 | BayBridge Capital Group, LLC | $474,591 | 16,980 | Added |
| 22 | Marshall Financial Group, LLC | $436,627 | 15,622 | Trimmed |
| 23 | WOODMONT INVESTMENT COUNSEL LLC | $434,790 | 15,556 | Hold |
| 24 | Glass Jacobson Investment Advisors llc | $411,084 | 14,708 | Trimmed |
| 25 | M.E. ALLISON & CO., INC. | $391,300 | 14,000 | Hold |