| 1 | AE Wealth Management LLC | $72.4M | 1.5M | Added |
| 2 | Harbour Trust & Investment Management Co | $15.3M | 315,403 | Added |
| 3 | Cornerstone National Bank & Trust Co | $11.4M | 235,485 | Trimmed |
| 4 | HORIZON BANCORP INC /IN/ | $8.6M | 178,014 | Trimmed |
| 5 | Finward Bancorp | $8.5M | 174,995 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $8.4M | 172,532 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 132,385 | Added |
| 8 | Herold Advisors, Inc. | $5.3M | 109,600 | Added |
| 9 | Boltwood Capital Management | $3.7M | 75,994 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 74,883 | Added |
| 11 | COTTONWOOD CAPITAL ADVISORS, LLC | $2.6M | 52,718 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 47,535 | Trimmed |
| 13 | Trilogy Capital Inc. | $1.9M | 38,216 | Added |
| 14 | VAQUERO PRIVATE WEALTH, LTD | $1.6M | 33,263 | New |
| 15 | RAINIER FAMILY WEALTH INC | $1.3M | 27,602 | Added |
| 16 | Savvy Advisors, Inc. | $1.1M | 22,122 | Added |
| 17 | CoreCap Advisors, LLC | $632,767 | 13,036 | Trimmed |
| 18 | VestGen Investment Management | $632,428 | 13,029 | Trimmed |
| 19 | Elevated Financial Group LLC | $576,267 | 11,872 | Trimmed |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $537,608 | 11,075 | Added |
| 21 | Fiduciary Alliance LLC | $439,724 | 9,059 | Hold |
| 22 | Elevated Capital Advisors, LLC | $341,930 | 7,044 | Trimmed |
| 23 | Atria Investments, Inc | $223,769 | 4,610 | Hold |
| 24 | First Heartland Consultants, Inc. | $211,440 | 4,356 | Hold |
| 25 | Cullen/Frost Bankers, Inc. | $173,142 | 3,567 | New |