| 1 | AXXCESS WEALTH MANAGEMENT, LLC | $8.1M | 160,435 | New |
| 2 | Stewardship Advisors, LLC | $4.7M | 92,022 | Added |
| 3 | Prentice Wealth Management LLC | $4.4M | 86,116 | Trimmed |
| 4 | GGM Financials LLC | $3.1M | 60,854 | Added |
| 5 | AdvisorNet Financial, Inc | $3.0M | 59,803 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 58,611 | Trimmed |
| 7 | BOYUM WEALTH ARCHITECTS LLC | $2.9M | 56,979 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 44,749 | Added |
| 9 | Investment Planning Advisors, Inc. | $1.8M | 35,846 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 30,500 | Added |
| 11 | Walkner Condon Financial Advisors LLC | $1.4M | 26,718 | Added |
| 12 | Kestra Advisory Services, LLC | $984,642 | 19,447 | Trimmed |
| 13 | Concurrent Investment Advisors, LLC | $890,336 | 17,584 | Added |
| 14 | Connecticut Capital Management Group, LLC | $777,142 | 15,348 | Added |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $442,731 | 8,744 | Added |
| 16 | Private Advisor Group, LLC | $411,156 | 8,120 | Trimmed |
| 17 | KENNEDY INVESTMENT GROUP | $389,306 | 7,689 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $354,433 | 7,000 | Hold |
| 19 | Global Wealth Management Investment Advisory, Inc. | $337,977 | 6,675 | Added |
| 20 | LAUREL OAK WEALTH MANAGEMENT, LLC | $257,977 | 5,095 | Hold |
| 21 | Meridian Financial Advisors, LLC | $209,976 | 4,147 | New |
| 22 | HOWARD WEALTH MANAGEMENT, LLC | $202,733 | 4,003 | New |
| 23 | Rosenberg Matthew Hamilton | $81,317 | 1,606 | Trimmed |
| 24 | Rossby Financial, LCC | $14,177 | 280 | Added |
| 25 | GAMMA Investing LLC | $4,557 | 90 | Hold |