| 1 | OxenFree Capital LLC | $13.2M | 371,453 | Added |
| 2 | Foundations Investment Advisors, LLC | $5.7M | 169,552 | New |
| 3 | Summit Financial, LLC | $4.3M | 128,642 | Trimmed |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $3.9M | 112,000 | Trimmed |
| 5 | WealthPlan Investment Management, LLC | $3.1M | 92,929 | New |
| 6 | UPTICK PARTNERS, LLC | $1.7M | 50,305 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.4M | 42,446 | Trimmed |
| 8 | PARAGON CAPITAL MANAGEMENT INC | $1.0M | 31,195 | Added |
| 9 | Chicago Partners Investment Group LLC | $808,023 | 22,297 | Added |
| 10 | Advyzon Investment Management, LLC | $621,230 | 18,622 | Trimmed |
| 11 | PDS Planning, Inc | $567,978 | 17,026 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $540,363 | 16,198 | Added |
| 13 | PFG Investments, LLC | $498,727 | 14,950 | Added |
| 14 | GTS SECURITIES LLC | $465,739 | 13,961 | Trimmed |
| 15 | CITADEL ADVISORS LLC | $459,234 | 13,766 | New |
| 16 | LPL Financial LLC | $457,666 | 13,719 | Added |
| 17 | Everhart Financial Group, Inc. | $407,992 | 12,230 | Trimmed |
| 18 | Avantax Planning Partners, Inc. | $398,819 | 11,955 | Hold |
| 19 | Essex Financial Services, Inc. | $377,528 | 11,317 | Added |
| 20 | Merit Financial Group, LLC | $335,836 | 10,067 | New |
| 21 | CENTAURUS FINANCIAL, INC. | $320,000 | 9,600 | Added |
| 22 | Creative Planning | $304,277 | 9,121 | Hold |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $269,225 | 7,996 | Hold |
| 24 | World Investment Advisors | $233,520 | 7,000 | Hold |
| 25 | OSAIC HOLDINGS, INC. | $209,691 | 6,285 | Hold |