| 1 | DAHRING | CUSMANO LLC | $11.5M | 223,917 | Added |
| 2 | Holos Integrated Wealth LLC | $10.0M | 194,919 | Added |
| 3 | Buska Wealth Management, LLC | $5.1M | 99,575 | Added |
| 4 | New Capital Management LP | $4.4M | 85,575 | Added |
| 5 | Net Worth Advisory Group | $4.3M | 83,668 | New |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 21,010 | Added |
| 7 | D'Orazio & Associates, Inc. | $1.0M | 19,803 | Added |
| 8 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $969,717 | 18,968 | Added |
| 9 | CRA Financial Services, LLC | $896,704 | 17,483 | Added |
| 10 | SAGE RHINO CAPITAL LLC | $867,142 | 16,907 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $762,000 | 14,862 | New |
| 12 | SteelPeak Wealth, LLC | $719,086 | 14,020 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $611,330 | 11,919 | Added |
| 14 | OPPENHEIMER & CO INC | $534,955 | 10,430 | New |
| 15 | SageOak Financial, LLC | $398,010 | 7,760 | New |
| 16 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $371,237 | 7,238 | New |
| 17 | Compound Planning, Inc. | $303,586 | 5,919 | New |
| 18 | Independence Asset Advisors, LLC | $289,907 | 5,661 | Trimmed |
| 19 | New England Private Wealth Advisors LLC | $263,612 | 5,193 | Added |
| 20 | Insight Wealth Strategies, LLC | $246,641 | 4,831 | New |
| 21 | Farther Finance Advisors, LLC | $154,896 | 3,020 | New |
| 22 | Physician Wealth Advisors, Inc. | $22,969 | 448 | Hold |
| 23 | AE Wealth Management LLC | $17,490 | 341 | New |