| 1 | Fiduciary Planning LLC | $9.3M | 66,477 | Added |
| 2 | Legend Financial Advisors, Inc. | $8.2M | 58,386 | Added |
| 3 | LEE DANNER & BASS INC | $4.8M | 33,880 | Trimmed |
| 4 | RFG Advisory, LLC | $4.0M | 28,550 | Trimmed |
| 5 | Fortis Group Advisors, LLC | $3.5M | 25,025 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.2M | 22,684 | Added |
| 7 | SP Asset Management LLC | $2.7M | 19,114 | Trimmed |
| 8 | J.W. COLE ADVISORS, INC. | $2.0M | 14,524 | New |
| 9 | PFG Advisors | $1.9M | 13,490 | Trimmed |
| 10 | Stonebridge Financial Planning Group, LLC | $1.8M | 12,899 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 9,496 | Added |
| 12 | LEUTHOLD GROUP, LLC | $1.2M | 8,446 | Added |
| 13 | Belpointe Asset Management LLC | $1.1M | 7,914 | Trimmed |
| 14 | Private Advisor Group, LLC | $733,914 | 5,221 | Added |
| 15 | Retirement Planning Co of New England, Inc. | $607,971 | 4,325 | Trimmed |
| 16 | Miracle Mile Advisors, LLC | $574,955 | 4,090 | Trimmed |
| 17 | AdvisorNet Financial, Inc | $522,462 | 3,717 | Added |
| 18 | PRIMORIS WEALTH ADVISORS, LLC | $470,876 | 3,350 | New |
| 19 | STEPHENS INC /AR/ | $470,815 | 3,350 | Added |
| 20 | OPPENHEIMER & CO INC | $463,567 | 3,298 | New |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $460,453 | 3,157 | Added |
| 22 | SONATA CAPITAL GROUP INC | $428,708 | 3,050 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $396,748 | 2,823 | Added |
| 24 | Spire Wealth Management | $361,755 | 2,574 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $304,250 | 2,165 | Trimmed |