| 1 | Clear Creek Financial Management, LLC | $13.7M | 135,911 | Added |
| 2 | Addison Capital Co | $8.9M | 88,563 | Added |
| 3 | FULCRUM WEALTH ADVISORS, LLC | $3.1M | 31,257 | New |
| 4 | Belpointe Asset Management LLC | $2.0M | 19,546 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.7M | 16,782 | Added |
| 6 | Luken Investment Analytics, LLC | $1.5M | 14,891 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $1.3M | 12,871 | New |
| 8 | STONE LOFT WEALTH MANAGEMENT LLC | $1.3M | 12,648 | Trimmed |
| 9 | Mascagni Wealth Management, Inc. | $1.1M | 10,916 | Added |
| 10 | Worth Asset Management, LLC | $1.0M | 9,957 | Trimmed |
| 11 | PRIVATE CLIENT SERVICES, LLC | $959,750 | 9,527 | Added |
| 12 | WealthPlan Investment Management, LLC | $893,765 | 8,872 | Trimmed |
| 13 | Mills Wealth Advisors LLC | $680,297 | 6,753 | New |
| 14 | Parkwoods Wealth Partners, LLC | $630,632 | 6,260 | New |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $612,121 | 6,085 | New |
| 16 | FCG Investment Co | $592,754 | 5,884 | New |
| 17 | KINGSWOOD WEALTH ADVISORS, LLC | $499,334 | 4,957 | New |
| 18 | United Advisor Group, LLC | $405,176 | 4,022 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $360,750 | 3,581 | Added |
| 20 | Flagship Capital Management Inc. | $355,870 | 3,533 | Added |
| 21 | INTEGRITY ALLIANCE, LLC. | $334,125 | 3,316 | Added |
| 22 | Skyline Advisors, Inc. | $327,106 | 3,247 | New |
| 23 | Mirador Capital Partners LP | $302,851 | 3,006 | Added |
| 24 | Richard P Slaughter Associates Inc | $247,820 | 2,460 | Hold |
| 25 | IAMS WEALTH MANAGEMENT, LLC | $245,000 | 2,432 | Trimmed |