| 1 | Haven Private, LLC | $24.7M | 1.2M | Added |
| 2 | Concurrent Investment Advisors, LLC | $8.5M | 410,031 | Added |
| 3 | ARQ WEALTH ADVISORS, LLC | $6.0M | 292,528 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 285,067 | Added |
| 5 | DAYMARK WEALTH PARTNERS, LLC | $5.2M | 247,898 | Added |
| 6 | Private Advisor Group, LLC | $5.0M | 238,271 | Added |
| 7 | Global Wealth Strategies & Associates | $3.7M | 176,439 | Added |
| 8 | Baker Avenue Asset Management, LP | $3.5M | 166,062 | Added |
| 9 | GENESIS PRIVATE WEALTH, LLC | $2.9M | 141,222 | Added |
| 10 | CENTRAL TRUST Co | $2.8M | 135,384 | Added |
| 11 | Amplius Wealth Advisors, LLC | $2.2M | 107,120 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 87,713 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 58,491 | Trimmed |
| 14 | Westside Investment Management, Inc. | $977,600 | 47,000 | Added |
| 15 | MONEYWISE, INC. | $787,472 | 37,859 | Trimmed |
| 16 | Cornerstone Wealth Management, LLC | $775,178 | 37,268 | Added |
| 17 | Lakeside Advisors, INC. | $755,872 | 36,340 | Hold |
| 18 | Farther Finance Advisors, LLC | $715,187 | 34,384 | Added |
| 19 | Rare Wolf Capital LLC | $704,371 | 33,864 | Added |
| 20 | GeoWealth Management, LLC | $538,907 | 25,909 | Trimmed |
| 21 | Gateway Wealth Partners, LLC | $514,800 | 24,750 | New |
| 22 | DAVENPORT & Co LLC | $434,429 | 20,886 | Added |
| 23 | Roan Capital Partners | $415,126 | 19,958 | Trimmed |
| 24 | MassMutual Private Wealth & Trust, FSB | $408,138 | 19,622 | Trimmed |
| 25 | Paragon Private Wealth Management, LLC | $396,605 | 19,068 | Trimmed |