| 1 | BIP Wealth, LLC | $24.2M | 831,835 | Trimmed |
| 2 | J. L. Bainbridge & Co., Inc. | $16.1M | 552,310 | Trimmed |
| 3 | Ashton Thomas Private Wealth, LLC | $3.1M | 107,577 | Added |
| 4 | Client First Capital LLC | $2.6M | 89,249 | Trimmed |
| 5 | PANORAMIC INVESTMENT ADVISORS, LLC | $2.0M | 69,150 | Hold |
| 6 | FC Advisory LLC | $1.8M | 63,301 | Trimmed |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 59,653 | New |
| 8 | Diversify Advisory Services, LLC | $1.7M | 59,653 | New |
| 9 | HighTower Advisors, LLC | $1.6M | 56,450 | Trimmed |
| 10 | Balboa Wealth Partners | $1.6M | 53,797 | Hold |
| 11 | CRA Financial Services, LLC | $1.1M | 37,836 | Trimmed |
| 12 | Cetera Investment Advisers | $1.1M | 37,034 | Added |
| 13 | Crewe Advisors LLC | $1.1M | 36,295 | Hold |
| 14 | CITADEL ADVISORS LLC | $1.0M | 34,501 | Trimmed |
| 15 | CROSSPOINT FINANCIAL, LLC | $945,381 | 32,454 | Hold |
| 16 | Blue Sky Capital Consultants Group, Inc. | $913,051 | 31,344 | Added |
| 17 | Kestra Advisory Services, LLC | $887,045 | 30,451 | Trimmed |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $862,105 | 29,595 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $858,270 | 29,463 | Trimmed |
| 20 | Grantvest Financial Group LLC | $763,235 | 26,201 | Trimmed |
| 21 | Encompass More Asset Management | $730,173 | 25,066 | Trimmed |
| 22 | JANE STREET GROUP, LLC | $728,425 | 25,006 | Added |
| 23 | Amplius Wealth Advisors, LLC | $706,373 | 24,249 | Trimmed |
| 24 | Cypress Wealth Services, LLC | $640,769 | 21,997 | Hold |
| 25 | MIDDLETON & CO INC/MA | $613,682 | 21,067 | Trimmed |