| 1 | Brucke Financial, Inc. | $20.6M | 671,663 | Added |
| 2 | Vise Technologies, Inc. | $19.9M | 648,381 | Added |
| 3 | LPL Financial LLC | $13.7M | 447,434 | Added |
| 4 | Apella Capital, LLC | $12.2M | 397,660 | Added |
| 5 | Kestra Advisory Services, LLC | $10.8M | 353,257 | Added |
| 6 | AA Financial Advisors, LLC | $10.3M | 336,791 | Added |
| 7 | Foguth Wealth Management, LLC. | $7.8M | 254,791 | Added |
| 8 | Integrated Wealth Concepts LLC | $7.5M | 246,130 | Added |
| 9 | Janney Montgomery Scott LLC | $7.4M | 242,829 | New |
| 10 | BLVD Private Wealth, LLC | $6.3M | 206,019 | Added |
| 11 | Cetera Investment Advisers | $5.8M | 187,774 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $5.6M | 181,878 | Added |
| 13 | CENTAURUS FINANCIAL, INC. | $5.0M | 163,434 | Added |
| 14 | OneDigital Investment Advisors LLC | $3.6M | 117,423 | Added |
| 15 | Tradition Wealth Management, LLC | $2.9M | 93,986 | Added |
| 16 | Perennial Investment Advisors, LLC | $2.0M | 66,632 | New |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $1.8M | 59,232 | Added |
| 18 | Claro Advisors LLC | $1.7M | 56,299 | Added |
| 19 | AssuredPartners Investment Advisors, LLC | $1.7M | 55,372 | Trimmed |
| 20 | Wealth Group Ltd | $860,218 | 28,075 | Added |
| 21 | DHJJ Financial Advisors, Ltd. | $806,874 | 26,334 | Added |
| 22 | Nicholas Wealth, LLC. | $778,323 | 25,402 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $747,000 | 24,373 | Added |
| 24 | Kingsview Wealth Management, LLC | $636,607 | 20,777 | Added |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $520,924 | 17,001 | Hold |