| 1 | BIP Wealth, LLC | $8.2M | 298,593 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 267,092 | Added |
| 3 | Spectrum Asset Management, Inc. (NB/CA) | $6.9M | 250,672 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.8M | 210,816 | Added |
| 5 | Legacy Capital Wealth Partners, LLC | $4.3M | 159,621 | Added |
| 6 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $4.2M | 154,267 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.0M | 110,644 | Trimmed |
| 8 | Cetera Investment Advisers | $3.0M | 109,213 | Added |
| 9 | OSAIC HOLDINGS, INC. | $2.7M | 99,126 | Trimmed |
| 10 | LPL Financial LLC | $1.3M | 48,509 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $1.1M | 41,432 | Added |
| 12 | Visionary Wealth Advisors | $1.1M | 40,800 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $870,812 | 31,837 | New |
| 14 | Ifrah Financial Services, Inc. | $861,255 | 31,488 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $815,686 | 29,629 | Added |
| 16 | OLD MISSION CAPITAL LLC | $777,978 | 28,443 | Added |
| 17 | SOA Wealth Advisors, LLC. | $701,912 | 25,662 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $684,000 | 25,000 | New |
| 19 | SILVER OAK SECURITIES, INCORPORATED | $643,351 | 23,521 | Added |
| 20 | Anfield Capital Management, LLC | $606,945 | 22,190 | Trimmed |
| 21 | Maia Wealth LLC | $591,984 | 21,643 | New |
| 22 | Brookstone Capital Management | $559,517 | 20,456 | Trimmed |
| 23 | Fragasso Financial Advisors Inc | $557,059 | 20,176 | Added |
| 24 | Crusonia Wealth Advisors LLC | $556,918 | 20,361 | Hold |
| 25 | Claro Advisors LLC | $551,449 | 20,161 | Trimmed |