| 1 | Brucke Financial, Inc. | $18.9M | 652,859 | Added |
| 2 | Vise Technologies, Inc. | $17.4M | 596,887 | Hold |
| 3 | Apella Capital, LLC | $10.4M | 346,136 | New |
| 4 | Financial Connections Group, Inc. | $10.2M | 351,152 | Added |
| 5 | AA Financial Advisors, LLC | $7.9M | 272,500 | Added |
| 6 | BLVD Private Wealth, LLC | $5.7M | 195,442 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.5M | 119,347 | Added |
| 8 | Tradition Wealth Management, LLC | $2.6M | 91,006 | New |
| 9 | OneDigital Investment Advisors LLC | $2.4M | 82,692 | Added |
| 10 | Cetera Investment Advisers | $1.8M | 60,769 | Added |
| 11 | AssuredPartners Investment Advisors, LLC | $1.6M | 56,265 | Added |
| 12 | Claro Advisors LLC | $1.2M | 42,042 | Added |
| 13 | CENTAURUS FINANCIAL, INC. | $902,000 | 31,088 | Added |
| 14 | Integrated Wealth Concepts LLC | $888,067 | 30,623 | New |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $831,000 | 28,668 | New |
| 16 | DHJJ Financial Advisors, Ltd. | $760,525 | 26,225 | Added |
| 17 | Nicholas Wealth, LLC. | $736,083 | 25,382 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $624,000 | 21,528 | New |
| 19 | Steward Partners Investment Advisory, LLC | $514,837 | 17,753 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $493,042 | 17,001 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $394,800 | 13,614 | Added |
| 22 | Compass Advisory Group LLC | $392,026 | 13,518 | Added |
| 23 | LPL Financial LLC | $344,636 | 11,884 | New |
| 24 | Kingsview Wealth Management, LLC | $322,683 | 11,127 | New |
| 25 | Kestra Advisory Services, LLC | $303,804 | 10,476 | New |