| 1 | Wagner Wealth Management, LLC | $44.4M | 1.2M | Added |
| 2 | Huntleigh Advisors, Inc. | $13.3M | 372,347 | Trimmed |
| 3 | Solano Wealth Investment Advisors LLC | $12.9M | 361,666 | Trimmed |
| 4 | Next Level Private LLC | $9.1M | 254,563 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 229,630 | Added |
| 6 | TRUIST FINANCIAL CORP | $5.7M | 159,483 | Added |
| 7 | MGO ONE SEVEN LLC | $4.9M | 137,527 | Trimmed |
| 8 | RMR Capital Management, LLC | $4.4M | 123,615 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 121,524 | Added |
| 10 | SageGuard Financial Group, LLC | $4.3M | 121,014 | New |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 107,577 | Trimmed |
| 12 | Stonebridge Financial Group, LLC / MO | $3.6M | 101,721 | Added |
| 13 | KPP Advisory Services LLC | $3.1M | 85,891 | Trimmed |
| 14 | Advisory Resource Group | $2.8M | 78,415 | New |
| 15 | Private Advisor Group, LLC | $2.5M | 71,366 | Trimmed |
| 16 | EverSource Wealth Advisors, LLC | $2.0M | 57,057 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.7M | 48,841 | Added |
| 18 | Capital Investment Advisory Services, LLC | $1.7M | 48,426 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $1.3M | 37,640 | Added |
| 20 | Farther Finance Advisors, LLC | $1.3M | 37,104 | Added |
| 21 | WEDBUSH SECURITIES INC | $1.2M | 32,992 | Trimmed |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $889,792 | 24,914 | Trimmed |
| 23 | TME FINANCIAL, INC. | $866,292 | 24,256 | Added |
| 24 | KENNEDY INVESTMENT GROUP | $656,857 | 18,392 | Added |
| 25 | Quantum Private Wealth, LLC | $655,942 | 18,366 | Hold |