| 1 | CENTRAL VALLEY ADVISORS, LLC | $13.2M | 428,086 | Added |
| 2 | Prasad Wealth Partners, LLC | $12.0M | 389,781 | Added |
| 3 | Sovran Advisors, LLC | $6.0M | 202,497 | Added |
| 4 | Farther Finance Advisors, LLC | $3.2M | 103,266 | Trimmed |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $3.1M | 100,421 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $2.7M | 87,859 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 60,242 | Added |
| 8 | Brookstone Capital Management | $1.3M | 43,322 | Trimmed |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 42,846 | Trimmed |
| 10 | CRUX WEALTH ADVISORS | $1.3M | 41,572 | Added |
| 11 | ARQ WEALTH ADVISORS, LLC | $906,155 | 29,793 | Added |
| 12 | RED CRANE WEALTH MANAGEMENT, LLC | $884,095 | 28,736 | Added |
| 13 | Sugar Maple Asset Management, LLC | $736,633 | 23,943 | Trimmed |
| 14 | Triumph Capital Management | $709,374 | 23,057 | Added |
| 15 | AE Wealth Management LLC | $665,563 | 21,633 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $631,874 | 20,538 | Trimmed |
| 17 | Bright Futures Wealth Management, LLC. | $565,450 | 18,379 | Trimmed |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $497,857 | 16,182 | Added |
| 19 | MTM FINANCIAL GROUP, LLC | $425,618 | 13,834 | New |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $339,104 | 11,022 | Trimmed |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | $291,211 | 9,720 | Hold |
| 22 | TrustBank | $266,342 | 8,657 | Hold |
| 23 | YARGER WEALTH STRATEGIES, LLC | $202,120 | 6,573 | New |
| 24 | First Heartland Consultants, Inc. | $200,657 | 6,522 | New |
| 25 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $21,536 | 700 | Trimmed |