| 1 | Avidian Wealth Enterprises, LLC | $71.4M | 1.2M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $67.5M | 1.2M | Trimmed |
| 3 | LPL Financial LLC | $66.5M | 1.1M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $34.0M | 580,537 | Added |
| 5 | JPMORGAN CHASE & CO | $33.7M | 577,595 | Added |
| 6 | Mainsail Financial Group, LLC | $24.3M | 413,727 | Added |
| 7 | MORGAN STANLEY | $17.2M | 293,793 | Added |
| 8 | Thrivent Financial for Lutherans | $16.6M | 282,695 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $10.2M | 174,603 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 167,236 | Trimmed |
| 11 | COLUMBIA ADVISORY PARTNERS LLC | $9.7M | 165,339 | Added |
| 12 | Apeiron RIA LLC | $9.6M | 164,391 | Trimmed |
| 13 | Cetera Investment Advisers | $9.6M | 163,774 | Added |
| 14 | Atria Investments, Inc | $9.3M | 159,427 | Trimmed |
| 15 | Cerity Partners LLC | $9.1M | 155,811 | Trimmed |
| 16 | MAGNOLIA CAPITAL ADVISORS LLC | $9.1M | 154,332 | Added |
| 17 | Planned Solutions, Inc. | $8.4M | 143,018 | Trimmed |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.1M | 138,202 | Added |
| 19 | Kathmere Capital Management, LLC | $7.7M | 130,843 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $6.9M | 117,915 | Added |
| 21 | Orion Porfolio Solutions, LLC | $6.4M | 109,535 | Trimmed |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $6.0M | 102,761 | New |
| 23 | Ashton Thomas Private Wealth, LLC | $5.1M | 86,921 | Added |
| 24 | Oxinas Partners Wealth Management LLC | $5.1M | 86,756 | Trimmed |
| 25 | Mariner, LLC | $5.0M | 84,607 | Trimmed |