| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $100.1M | 1.6M | Trimmed |
| 2 | Alpine Bank Wealth Management | $37.6M | 615,018 | Trimmed |
| 3 | Wealthcare Advisory Partners LLC | $8.3M | 135,041 | Added |
| 4 | McGrath & Associates, Inc. | $8.1M | 132,140 | Added |
| 5 | STAPP WEALTH MANAGEMENT, PLLC | $7.6M | 123,616 | Added |
| 6 | OneDigital Investment Advisors LLC | $7.0M | 113,875 | Added |
| 7 | Kestra Advisory Services, LLC | $6.1M | 100,543 | Added |
| 8 | Magnolia Private Wealth, LLC | $5.9M | 204,920 | Trimmed |
| 9 | Fermata Advisors, LLC | $5.3M | 87,185 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.5M | 57,182 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 56,608 | Added |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | $3.2M | 52,002 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $2.4M | 39,512 | Trimmed |
| 14 | MORGAN STANLEY | $2.2M | 36,444 | Hold |
| 15 | AMERIPRISE FINANCIAL INC | $2.2M | 35,553 | Trimmed |
| 16 | Aspire Capital Advisors LLC | $2.1M | 34,885 | Added |
| 17 | SFG Wealth Management, LLC. | $2.0M | 33,019 | Trimmed |
| 18 | OPTIMA CAPITAL LLC | $1.7M | 27,272 | Trimmed |
| 19 | Arkadios Wealth Advisors | $1.6M | 26,603 | Added |
| 20 | JPMORGAN CHASE & CO | $1.5M | 25,437 | Added |
| 21 | Spinnaker Investment Group, LLC | $1.5M | 24,597 | Added |
| 22 | Elequin Capital, LP | $1.4M | 22,620 | New |
| 23 | Kingsview Wealth Management, LLC | $1.3M | 21,240 | Added |
| 24 | SteelPeak Wealth, LLC | $1.2M | 20,096 | Added |
| 25 | LWM Advisory Services, LLC | $1.2M | 20,000 | Trimmed |