| 1 | CoreCap Advisors, LLC | $7.6M | 142,740 | Added |
| 2 | Evanson Financial, LLC | $4.8M | 89,654 | New |
| 3 | GK Wealth Management LLC | $4.6M | 85,355 | New |
| 4 | Strategic Investment Solutions, Inc. /IL | $4.6M | 85,327 | Trimmed |
| 5 | Dynamic Advisor Solutions LLC | $3.5M | 65,211 | Trimmed |
| 6 | Lake Hills Wealth Management, LLC | $2.8M | 52,376 | Added |
| 7 | Williams & Novak, LLC | $2.0M | 37,100 | Trimmed |
| 8 | Avior Wealth Management, LLC | $1.9M | 35,165 | Trimmed |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.6M | 29,489 | Added |
| 10 | Valeo Financial Advisors, LLC | $1.4M | 26,223 | Trimmed |
| 11 | Bison Wealth, LLC | $1.2M | 21,185 | Trimmed |
| 12 | MOULTON WEALTH MANAGEMENT, INC | $1.2M | 21,819 | Trimmed |
| 13 | HARBOR INVESTMENT ADVISORY, LLC | $1.1M | 20,809 | Trimmed |
| 14 | Balefire, LLC | $1.1M | 20,155 | New |
| 15 | Worth Asset Management, LLC | $794,565 | 14,860 | Added |
| 16 | Apella Capital, LLC | $777,461 | 14,276 | Added |
| 17 | First Heartland Consultants, Inc. | $716,926 | 13,408 | Trimmed |
| 18 | CX Institutional | $691,000 | 12,917 | Trimmed |
| 19 | Crumly & Associates Inc. | $674,684 | 12,618 | Added |
| 20 | Noble Wealth Management PBC | $561,916 | 10,509 | Added |
| 21 | 180 WEALTH ADVISORS, LLC | $433,511 | 8,108 | Added |
| 22 | CACTI ASSET MANAGEMENT LLC | $427,760 | 8,000 | Hold |
| 23 | INSPIRION WEALTH ADVISORS, LLC | $427,140 | 7,972 | Trimmed |
| 24 | Gradient Investments LLC | $398,833 | 7,459 | Added |
| 25 | Gainplan LLC | $384,717 | 7,195 | Trimmed |