| 1 | MIDLAND WEALTH ADVISORS LLC | $81.2M | 1.1M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 107,235 | Trimmed |
| 3 | Financial Guidance Group, Inc. | $7.0M | 98,434 | Trimmed |
| 4 | MGO ONE SEVEN LLC | $5.0M | 70,233 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 62,280 | Trimmed |
| 6 | Towerpoint Wealth, LLC | $3.7M | 52,248 | Trimmed |
| 7 | Financial Enhancement Group LLC | $3.7M | 51,671 | Added |
| 8 | Wealthcare Advisory Partners LLC | $3.3M | 46,566 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.5M | 35,146 | Added |
| 10 | PENOBSCOT WEALTH MANAGEMENT | $2.3M | 31,861 | Added |
| 11 | Austin Wealth Management, LLC | $2.2M | 33,787 | Added |
| 12 | Lunt Capital Management, Inc. | $2.1M | 29,437 | Trimmed |
| 13 | Advantage Trust Co | $1.7M | 23,955 | Hold |
| 14 | Savvy Advisors, Inc. | $1.6M | 22,393 | Added |
| 15 | RFG Advisory, LLC | $1.4M | 19,923 | Trimmed |
| 16 | Hughes Financial Services, LLC | $1.3M | 18,329 | Trimmed |
| 17 | Summit Investment Advisory Services, LLC | $755,744 | 10,570 | Trimmed |
| 18 | Essex LLC | $724,081 | 10,127 | Trimmed |
| 19 | Brookstone Capital Management | $721,332 | 10,089 | Added |
| 20 | Spire Wealth Management | $686,563 | 9,602 | Added |
| 21 | Aries Wealth Management | $572,715 | 8,010 | Added |
| 22 | RPG Investment Advisory, LLC | $529,386 | 7,404 | Trimmed |
| 23 | Global Financial Private Client, LLC | $483,698 | 6,765 | Added |
| 24 | Opulen Financial Group LLC | $408,819 | 5,718 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $408,489 | 5,713 | Trimmed |