| 1 | AXXCESS WEALTH MANAGEMENT, LLC | $23.3M | 164,587 | New |
| 2 | Spectrum Financial Alliance Ltd LLC | $15.7M | 110,615 | Trimmed |
| 3 | Main Street Group, LTD | $6.6M | 46,349 | Trimmed |
| 4 | Diversified Trust Co | $6.1M | 43,000 | Hold |
| 5 | R2 Capital Strategies, LLC | $4.0M | 28,415 | New |
| 6 | Encompass More Asset Management | $3.0M | 21,478 | New |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 19,589 | Trimmed |
| 8 | DeDora Capital, Inc. | $2.5M | 17,926 | Trimmed |
| 9 | BankPlus Trust Department | $2.3M | 15,900 | New |
| 10 | TOTH FINANCIAL ADVISORY CORP | $1.9M | 13,459 | Trimmed |
| 11 | EverSource Wealth Advisors, LLC | $1.4M | 10,101 | Trimmed |
| 12 | Koshinski Asset Management, Inc. | $1.3M | 9,445 | Trimmed |
| 13 | Westmount Partners, LLC | $1.3M | 9,370 | Added |
| 14 | Timonier Family Office, LTD. | $1.1M | 7,734 | Trimmed |
| 15 | Discipline Wealth Solutions, LLC | $1.0M | 7,067 | New |
| 16 | Bryn Mawr Trust Advisors, LLC | $996,642 | 7,029 | Hold |
| 17 | KWMG, LLC | $970,236 | 6,843 | Added |
| 18 | Sound Income Strategies, LLC | $958,784 | 6,762 | Trimmed |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | $955,239 | 6,737 | New |
| 20 | Erickson Financial Group, LLC | $871,867 | 6,149 | Trimmed |
| 21 | American Financial Advisors, LLC | $844,701 | 5,957 | Hold |
| 22 | Farther Finance Advisors, LLC | $701,922 | 4,950 | Trimmed |
| 23 | Hickory Point Bank & Trust | $695,905 | 4,908 | Added |
| 24 | CPR Investments Inc. | $679,373 | 4,791 | New |
| 25 | SYM FINANCIAL Corp | $665,420 | 4,693 | Hold |