| 1 | BIP Wealth, LLC | $20.1M | 736,972 | Trimmed |
| 2 | J. L. Bainbridge & Co., Inc. | $15.9M | 581,471 | Trimmed |
| 3 | Crown Wealth Group, LLC | $14.0M | 513,454 | Added |
| 4 | BlackRock, Inc. | $10.9M | 400,000 | Hold |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.6M | 167,821 | Added |
| 6 | FC Advisory LLC | $4.2M | 153,596 | Added |
| 7 | Ashton Thomas Private Wealth, LLC | $3.1M | 114,196 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 89,962 | Added |
| 9 | Grantvest Financial Group LLC | $1.7M | 62,521 | Trimmed |
| 10 | Crewe Advisors LLC | $1.6M | 57,241 | Trimmed |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 55,025 | Hold |
| 12 | Kestra Advisory Services, LLC | $1.5M | 54,814 | New |
| 13 | Blue Sky Capital Consultants Group, Inc. | $1.4M | 51,506 | Added |
| 14 | Kestra Investment Management, LLC | $1.3M | 48,847 | New |
| 15 | ATX Financial Planning, LLC | $1.1M | 39,883 | Trimmed |
| 16 | Cetera Investment Advisers | $994,957 | 36,392 | Added |
| 17 | Amplius Wealth Advisors, LLC | $810,543 | 29,647 | Hold |
| 18 | Creative Planning | $749,657 | 27,420 | Hold |
| 19 | CITADEL ADVISORS LLC | $745,310 | 27,261 | Trimmed |
| 20 | Encompass More Asset Management | $732,625 | 26,797 | Trimmed |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $729,180 | 26,671 | Trimmed |
| 22 | Smith & Howard Wealth Management, LLC | $640,353 | 23,422 | Hold |
| 23 | CROSSPOINT FINANCIAL, LLC | $592,815 | 21,683 | Hold |
| 24 | Advisory Services Network, LLC | $553,248 | 20,236 | Added |
| 25 | Ausdal Financial Partners, Inc. | $536,981 | 19,641 | Hold |