| 1 | Allen Capital Group, LLC | $3.9M | 50,839 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $3.9M | 50,118 | Added |
| 3 | Yoder Wealth Management, Inc. | $3.5M | 45,649 | Added |
| 4 | ARKANSAS FINANCIAL GROUP, INC. | $2.8M | 36,356 | Added |
| 5 | Walker Asset Management, LLC | $1.8M | 22,712 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.0M | 13,062 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 13,065 | Added |
| 8 | MISSION WEALTH MANAGEMENT, LP | $1.0M | 12,912 | New |
| 9 | Focus Financial Network, Inc. | $892,807 | 11,513 | Trimmed |
| 10 | PERRYMAN FINANCIAL ADVISORY INC /AD | $719,018 | 9,272 | Trimmed |
| 11 | Private Advisor Group, LLC | $710,847 | 9,166 | Trimmed |
| 12 | Friedenthal Financial | $594,266 | 7,663 | Trimmed |
| 13 | Berger Financial Group, Inc | $518,056 | 6,680 | Hold |
| 14 | Kestra Advisory Services, LLC | $507,694 | 6,547 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $490,271 | 6,322 | Trimmed |
| 16 | BIP Wealth, LLC | $410,877 | 5,298 | Trimmed |
| 17 | Harbor Asset Planning, Inc. | $370,474 | 4,776 | Added |
| 18 | One Charles Private Wealth Services, LLC | $365,881 | 4,718 | Hold |
| 19 | Wealthcare Advisory Partners LLC | $245,136 | 3,161 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $231,332 | 2,983 | Trimmed |
| 21 | VAQUERO PRIVATE WEALTH, LTD | $218,381 | 2,816 | New |
| 22 | McAdam, LLC | $210,781 | 2,718 | New |
| 23 | HHM Wealth Advisors, LLC | $139,590 | 1,800 | Hold |
| 24 | AE Wealth Management LLC | $60,257 | 777 | Trimmed |
| 25 | Banque Transatlantique SA | $44,359 | 572 | Hold |