| 1 | GeoWealth Management, LLC | $36.6M | 968,590 | Added |
| 2 | Koshinski Asset Management, Inc. | $14.1M | 372,813 | Added |
| 3 | Strive Financial Group ,LLC | $11.3M | 299,705 | Added |
| 4 | TRUE Private Wealth Advisors | $8.8M | 233,900 | Added |
| 5 | Navigation Wealth Management, Inc. | $6.8M | 180,380 | Added |
| 6 | Strategic Blueprint, LLC | $6.5M | 171,079 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $6.3M | 165,778 | Added |
| 8 | Farther Finance Advisors, LLC | $5.1M | 136,296 | New |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 91,373 | New |
| 10 | Alteri Wealth LLC | $2.9M | 76,345 | Trimmed |
| 11 | Paragon Private Wealth Management, LLC | $2.9M | 76,200 | Added |
| 12 | Ignite Planners, LLC | $2.4M | 63,293 | Added |
| 13 | Discipline Wealth Solutions, LLC | $2.3M | 62,244 | Added |
| 14 | PKS Advisory Services, LLC | $2.2M | 58,396 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 52,288 | Trimmed |
| 16 | Stirlingshire Investments, Inc. | $1.9M | 49,507 | Added |
| 17 | UNIQUE WEALTH, LLC | $1.8M | 47,401 | Added |
| 18 | Carter Financial Group, INC. | $1.4M | 36,973 | Added |
| 19 | Rossby Financial, LCC | $1.0M | 27,082 | Hold |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $983,240 | 26,053 | Added |
| 21 | Latitude Advisors, LLC | $745,769 | 19,761 | Added |
| 22 | Independent Wealth Network Inc. | $537,380 | 14,239 | Hold |
| 23 | Onyx Bridge Wealth Group LLC | $503,942 | 13,353 | Hold |
| 24 | SeaCrest Wealth Management, LLC | $462,089 | 12,244 | New |
| 25 | Revisor Wealth Management LLC | $441,785 | 11,706 | Trimmed |