| 1 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $21.1M | 802,351 | Added |
| 2 | Luken Investment Analytics, LLC | $14.3M | 545,343 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 341,771 | Trimmed |
| 4 | Cetera Investment Advisers | $6.5M | 246,622 | Added |
| 5 | US BANCORP \DE\ | $4.8M | 182,409 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.3M | 165,003 | Added |
| 7 | LPL Financial LLC | $3.8M | 144,292 | Trimmed |
| 8 | HARBOUR INVESTMENTS, INC. | $2.1M | 80,757 | Added |
| 9 | OSAIC HOLDINGS, INC. | $2.1M | 78,794 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 61,117 | Added |
| 11 | Corient Private Wealth LLC | $1.1M | 42,386 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.1M | 41,844 | Added |
| 13 | 1776 Wealth LLC | $1.1M | 40,304 | Hold |
| 14 | Kestra Advisory Services, LLC | $1.1M | 40,266 | Added |
| 15 | NorthCrest Asset Manangement, LLC | $1.0M | 38,300 | Trimmed |
| 16 | Clear Creek Financial Management, LLC | $706,628 | 26,868 | Trimmed |
| 17 | Csenge Advisory Group | $642,798 | 24,441 | New |
| 18 | BFI Wealth Solutions, LLC | $606,430 | 22,841 | Trimmed |
| 19 | Anfield Capital Management, LLC | $529,077 | 20,117 | New |
| 20 | DHJJ Financial Advisors, Ltd. | $508,721 | 19,343 | Trimmed |
| 21 | PARK AVENUE SECURITIES LLC | $467,000 | 17,745 | New |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $464,195 | 17,650 | Trimmed |
| 23 | Avidian Wealth Enterprises, LLC | $404,257 | 15,371 | Added |
| 24 | OLD MISSION CAPITAL LLC | $401,732 | 15,275 | Trimmed |
| 25 | Ignite Planners, LLC | $393,185 | 14,950 | Trimmed |