| 1 | Alliance Wealth Advisors, LLC /UT | $17.0M | 110,686 | Added |
| 2 | Dougherty Wealth Advisers LLC | $15.4M | 100,694 | Added |
| 3 | St. Louis Trust Co | $11.4M | 12,290 | Hold |
| 4 | Code Waechter LLC | $8.8M | 57,143 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 51,076 | Added |
| 6 | PRINCIPAL SECURITIES, INC. | $7.6M | 49,852 | Added |
| 7 | KIECKHEFER GROUP LLC | $6.2M | 40,429 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $6.2M | 40,230 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 32,531 | Added |
| 10 | PFG Advisors | $4.2M | 27,059 | Added |
| 11 | LOWERY THOMAS, LLC | $3.9M | 25,110 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 20,254 | Trimmed |
| 13 | CAPITAL WEALTH MANAGEMENT, LLC | $2.6M | 17,158 | Added |
| 14 | STUDIO INVESTMENT MANAGEMENT LLC | $2.4M | 15,942 | Trimmed |
| 15 | Strategic Blueprint, LLC | $2.3M | 15,046 | Added |
| 16 | Private Advisor Group, LLC | $2.2M | 14,449 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $2.2M | 14,265 | Added |
| 18 | Tempo Wealth, LLC | $2.0M | 13,127 | Trimmed |
| 19 | Diversified Enterprises, LLC | $1.9M | 12,226 | Added |
| 20 | Bank of New Hampshire | $1.7M | 11,395 | Trimmed |
| 21 | D.A. DAVIDSON & CO. | $1.7M | 11,231 | Trimmed |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 10,725 | Trimmed |
| 23 | Crescent Sterling, Ltd. | $1.4M | 9,207 | Added |
| 24 | Del-Sette Capital Management, LLC | $1.3M | 8,435 | Trimmed |
| 25 | ALEXANDER LABRUNERIE & CO., INC. | $1.3M | 8,196 | Hold |