| 1 | Capital Investment Advisors, LLC | $83.6M | 3.2M | New |
| 2 | Townsend & Associates, Inc | $34.4M | 1.3M | Added |
| 3 | COHEN & STEERS, INC. | $19.6M | 753,000 | Trimmed |
| 4 | Oak Harvest Investment Services | $14.4M | 554,047 | Added |
| 5 | Rockefeller Capital Management L.P. | $14.3M | 549,543 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 414,870 | Added |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $10.5M | 401,740 | Added |
| 8 | SK Wealth Management, LLC | $9.2M | 352,860 | Added |
| 9 | FORTEM FINANCIAL GROUP, LLC | $9.0M | 344,402 | Added |
| 10 | OSAIC HOLDINGS, INC. | $7.2M | 277,143 | Added |
| 11 | Mariner, LLC | $6.6M | 252,087 | Added |
| 12 | DAYMARK WEALTH PARTNERS, LLC | $6.0M | 228,945 | Added |
| 13 | Steward Partners Investment Advisory, LLC | $4.7M | 178,836 | Added |
| 14 | RFG Advisory, LLC | $3.9M | 150,503 | Added |
| 15 | HighTower Advisors, LLC | $3.9M | 149,992 | Added |
| 16 | Sanctuary Advisors, LLC | $2.4M | 92,495 | Added |
| 17 | Janney Montgomery Scott LLC | $2.3M | 87,191 | Added |
| 18 | JANE STREET GROUP, LLC | $2.2M | 84,055 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 58,918 | Added |
| 20 | Blue Edge Capital, LLC | $1.5M | 58,512 | New |
| 21 | Embree Financial Group | $1.4M | 53,100 | Added |
| 22 | Kestra Advisory Services, LLC | $1.2M | 47,807 | Trimmed |
| 23 | Maridea Wealth Management LLC | $1.2M | 47,728 | Added |
| 24 | MCCARTER PRIVATE WEALTH SERVICES LLC | $1.2M | 45,125 | Trimmed |
| 25 | WEALTH ALLIANCE, LLC | $929,498 | 35,640 | Added |