| 1 | RAYMOND JAMES FINANCIAL INC | $12.9M | 294,933 | New |
| 2 | San Luis Wealth Advisors LLC | $12.5M | 285,414 | Added |
| 3 | Arrowroot Family Office, LLC | $6.7M | 152,820 | Added |
| 4 | Royal Bank of Canada | $5.4M | 123,520 | Added |
| 5 | Dakota Wealth Management | $4.5M | 104,181 | Added |
| 6 | Mutual Advisors, LLC | $4.5M | 103,904 | Added |
| 7 | SMART Wealth LLC | $3.4M | 78,391 | New |
| 8 | Steelhead Wealth Management LLC | $2.7M | 61,420 | Added |
| 9 | Avestar Capital, LLC | $1.9M | 43,318 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $1.1M | 24,561 | Added |
| 11 | MONEY CONCEPTS CAPITAL CORP | $919,495 | 21,070 | Added |
| 12 | Andina Capital Management, LLC | $881,703 | 20,204 | Trimmed |
| 13 | BROWN ADVISORY INC | $575,437 | 13,186 | New |
| 14 | Goldenstone Wealth Management LLC | $515,084 | 11,803 | Added |
| 15 | Belpointe Asset Management LLC | $478,120 | 10,956 | New |
| 16 | Keeler Thomas Management LLC | $418,420 | 9,588 | New |
| 17 | FIDUCIARY FINANCIAL ADVISORS | $360,469 | 8,260 | New |
| 18 | Signet Private Wealth LLC | $276,110 | 6,327 | New |
| 19 | Foundry Financial LLC | $260,727 | 5,974 | New |
| 20 | Arax Advisory Partners | $223,350 | 5,118 | New |
| 21 | Worth Asset Management, LLC | $209,690 | 4,805 | New |
| 22 | Arkadios Wealth Advisors | $203,144 | 4,655 | New |
| 23 | OSAIC HOLDINGS, INC. | $68,646 | 1,573 | New |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11,172 | 256 | New |
| 25 | Elevated Capital Advisors, LLC | $10,386 | 238 | New |