| 1 | Avidian Wealth Enterprises, LLC | $38.3M | 1.5M | Trimmed |
| 2 | Charles Schwab Trust Co | $27.2M | 1.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $22.2M | 860,999 | Added |
| 4 | Wedmont Private Capital | $12.7M | 494,540 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.9M | 385,679 | Added |
| 6 | CGN Advisors LLC | $5.8M | 225,093 | Trimmed |
| 7 | Beaird Harris Wealth Management, LLC | $4.3M | 166,612 | Trimmed |
| 8 | Shared Vision Wealth Group LLC | $3.1M | 118,406 | Added |
| 9 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.9M | 112,247 | Trimmed |
| 10 | Investment Planning Advisors, Inc. | $2.3M | 90,645 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.7M | 66,224 | Added |
| 12 | Copper Harbor Investment Advisors, LLC | $1.6M | 62,983 | New |
| 13 | TSA Wealth Managment LLC | $1.6M | 62,130 | Trimmed |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 60,614 | Hold |
| 15 | CHOREO, LLC | $1.4M | 54,135 | Added |
| 16 | Columbus Macro, LLC | $1.4M | 53,282 | Added |
| 17 | Torrey Growth & Income Advisors | $1.4M | 52,690 | Trimmed |
| 18 | Ackerman Capital Advisors, LLC | $1.3M | 51,039 | Trimmed |
| 19 | CORE WEALTH ADVISORS, LLC | $1.3M | 49,904 | Trimmed |
| 20 | Archer Investment Management, LLC | $1.3M | 48,787 | Added |
| 21 | Family Capital Management, Inc. | $1.1M | 41,166 | Added |
| 22 | Acorn Wealth Advisors, LLC | $1.0M | 40,395 | New |
| 23 | IFP Advisors, Inc | $1.0M | 40,046 | Trimmed |
| 24 | INTEGRITY ALLIANCE, LLC. | $1.0M | 38,942 | New |
| 25 | STOLZ & ASSOCIATES, PS | $996,394 | 38,590 | Added |