| 1 | SUMMIT WEALTH GROUP LLC / CO | $46.5M | 1.7M | Added |
| 2 | S&T Bank/PA | $8.6M | 310,285 | Added |
| 3 | SEI INVESTMENTS CO | $3.4M | 122,804 | New |
| 4 | OSAIC HOLDINGS, INC. | $3.3M | 117,173 | Trimmed |
| 5 | COMPASS CAPITAL CORP /MA/ /ADV | $2.5M | 78,991 | Added |
| 6 | Apella Capital, LLC | $1.9M | 61,247 | Trimmed |
| 7 | Perigon Wealth Management, LLC | $1.0M | 36,966 | Trimmed |
| 8 | Merit Financial Group, LLC | $834,562 | 30,208 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $670,665 | 24,017 | Trimmed |
| 10 | Lynx Investment Advisory | $632,442 | 22,892 | Added |
| 11 | OneAscent Financial Services LLC | $541,604 | 19,604 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $517,955 | 18,748 | Added |
| 13 | Diversified Enterprises, LLC | $512,374 | 18,546 | Trimmed |
| 14 | LexAurum Advisors, LLC | $415,679 | 15,046 | Trimmed |
| 15 | CORA CAPITAL ADVISORS LLC | $341,914 | 12,376 | Trimmed |
| 16 | Ameritas Advisory Services, LLC | $294,561 | 10,662 | Trimmed |
| 17 | Patriot Financial Group Insurance Agency, LLC | $276,548 | 10,010 | New |
| 18 | Stewardship Advisors, LLC | $266,160 | 9,634 | Added |
| 19 | United Advisor Group, LLC | $261,436 | 9,463 | Added |
| 20 | Advisory Services Network, LLC | $139,987 | 5,067 | New |
| 21 | ROSS\JOHNSON & Associates LLC | $102,442 | 3,708 | Hold |
| 22 | Pinnacle Wealth Planning Services, Inc. | $92,054 | 3,332 | Trimmed |
| 23 | Rossby Financial, LCC | $30,160 | 1,082 | New |
| 24 | Royal Bank of Canada | $29,000 | 1,045 | Trimmed |
| 25 | MORGAN STANLEY | $15,250 | 552 | Trimmed |