| 1 | Mid-American Wealth Advisory Group, Inc. | $10.5M | 463,778 | Trimmed |
| 2 | Cornerstone Planning, LLC | $9.7M | 429,198 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $8.9M | 394,366 | Added |
| 4 | LITTLEJOHN FINANCIAL SERVICES, INC. | $7.4M | 327,252 | Trimmed |
| 5 | Delta Wealth Advisors LLC | $6.8M | 301,742 | Added |
| 6 | BIP Wealth, LLC | $6.1M | 268,420 | Trimmed |
| 7 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.9M | 259,315 | Trimmed |
| 8 | TABR Capital Management, LLC | $5.7M | 249,858 | Added |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.6M | 204,781 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $4.5M | 200,777 | New |
| 11 | High Note Wealth, LLC | $4.4M | 193,824 | Added |
| 12 | Krilogy Financial LLC | $3.7M | 164,498 | Added |
| 13 | Sequoia Financial Advisors, LLC | $3.6M | 159,854 | Trimmed |
| 14 | Walser Wealth Management Company, A Ltd Liability Co | $3.0M | 132,422 | Added |
| 15 | Private Advisor Group, LLC | $2.9M | 129,436 | Trimmed |
| 16 | Straight Path Wealth Management | $2.8M | 124,858 | Added |
| 17 | Arrow Financial Corp | $2.8M | 124,293 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 106,778 | Trimmed |
| 19 | PRIVATE CLIENT SERVICES, LLC | $2.3M | 102,734 | Trimmed |
| 20 | Cornerstone Wealth Management, LLC | $2.2M | 95,165 | Added |
| 21 | Commonwealth Financial Services, LLC | $2.1M | 91,649 | Trimmed |
| 22 | Collaborative Fund Advisors, LLC | $2.0M | 90,358 | New |
| 23 | Sowell Financial Services LLC | $2.0M | 86,111 | Added |
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.9M | 85,436 | Hold |
| 25 | AE Wealth Management LLC | $1.9M | 84,817 | Trimmed |