| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.1M | 2.2M | Added |
| 2 | CHANNEL WEALTH LLC | $20.5M | 593,495 | Added |
| 3 | D.A. DAVIDSON & CO. | $16.8M | 486,745 | Added |
| 4 | OPPENHEIMER & CO INC | $11.4M | 330,606 | Added |
| 5 | Cooper Capital Advisors LLC | $11.0M | 319,332 | Added |
| 6 | Financial Designs Corp | $9.3M | 268,675 | Trimmed |
| 7 | SENTINEL PENSION ADVISORS, LLC | $7.2M | 207,057 | Added |
| 8 | One Charles Private Wealth Services, LLC | $7.0M | 202,964 | Trimmed |
| 9 | Private Advisor Group, LLC | $5.6M | 162,823 | New |
| 10 | Fermata Advisors, LLC | $5.2M | 149,377 | Trimmed |
| 11 | Noble Wealth Management PBC | $2.7M | 76,850 | Trimmed |
| 12 | CASCADE INVESTMENT GROUP, INC. | $1.4M | 41,745 | Added |
| 13 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.4M | 40,268 | Added |
| 14 | Nautilus Advisors LLC | $1.1M | 31,005 | Added |
| 15 | Integras Partners LLC | $897,828 | 26,009 | New |
| 16 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $769,297 | 22,286 | Added |
| 17 | Cornerstone Wealth Group, LLC | $422,765 | 12,247 | Trimmed |
| 18 | JM2 Capital Inc. | $380,651 | 11,027 | Added |
| 19 | XY Planning Network, Inc. | $321,656 | 9,318 | New |
| 20 | Westside Investment Management, Inc. | $251,235 | 7,278 | Hold |
| 21 | Kestra Advisory Services, LLC | $238,389 | 6,906 | Hold |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $234,630 | 6,797 | New |
| 23 | Prospera Financial Services Inc | $206,388 | 5,979 | New |
| 24 | Farther Finance Advisors, LLC | $93,583 | 2,711 | New |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10,382 | 303 | New |