| 1 | Hennion & Walsh Asset Management, Inc. | $50.5M | 1.0M | Added |
| 2 | Pine Valley Investments Ltd Liability Co | $13.9M | 287,723 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 185,286 | Added |
| 4 | Prosperity Financial Group, Inc. | $7.5M | 155,650 | Added |
| 5 | SageGuard Financial Group, LLC | $7.3M | 152,134 | Added |
| 6 | PFG Investments, LLC | $5.9M | 123,346 | Trimmed |
| 7 | Coral Wealth Management, LLC | $4.6M | 95,393 | New |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $3.4M | 71,082 | Added |
| 9 | Bernardo Wealth Planning LLC | $2.6M | 53,636 | Added |
| 10 | WEDBUSH SECURITIES INC | $2.2M | 44,879 | Added |
| 11 | PMG Family Office LLC | $1.9M | 39,958 | Added |
| 12 | Atria Investments, Inc | $1.9M | 39,727 | Added |
| 13 | Accel Wealth Management | $1.8M | 37,230 | Trimmed |
| 14 | Patriot Financial Group Insurance Agency, LLC | $1.7M | 35,820 | Trimmed |
| 15 | Chicago Partners Investment Group LLC | $1.5M | 32,538 | Added |
| 16 | BKM Wealth Management, LLC | $1.1M | 22,359 | Trimmed |
| 17 | Gladstone Institutional Advisory LLC | $958,792 | 19,896 | Added |
| 18 | PRIVATE TRUST CO NA | $889,877 | 18,466 | Added |
| 19 | Wealthcare Advisory Partners LLC | $878,831 | 18,237 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $726,971 | 15,086 | Added |
| 21 | Zhang Financial LLC | $718,031 | 14,900 | Hold |
| 22 | BOS Asset Management, LLC | $688,871 | 14,295 | Hold |
| 23 | Concurrent Investment Advisors, LLC | $665,022 | 13,800 | Hold |
| 24 | Sherman Wealth Management LLC | $624,748 | 12,964 | Trimmed |
| 25 | TITLEIST ASSET MANAGEMENT, LLC | $603,273 | 12,519 | Added |