| 1 | Diversified Enterprises, LLC | $55.9M | 1.4M | Added |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $42.5M | 1.1M | Added |
| 3 | 3EDGE Asset Management, LP | $16.5M | 410,526 | Added |
| 4 | SEI INVESTMENTS CO | $12.6M | 313,028 | Added |
| 5 | S&T Bank/PA | $10.6M | 263,451 | Added |
| 6 | Merit Financial Group, LLC | $4.7M | 116,028 | Added |
| 7 | OSAIC HOLDINGS, INC. | $3.5M | 87,443 | Trimmed |
| 8 | COMPASS CAPITAL CORP /MA/ /ADV | $2.7M | 69,917 | Added |
| 9 | Apella Capital, LLC | $1.5M | 39,795 | Trimmed |
| 10 | Perigon Wealth Management, LLC | $1.4M | 36,126 | Trimmed |
| 11 | PETRA FINANCIAL ADVISORS INC | $1.3M | 33,468 | New |
| 12 | OLD MISSION CAPITAL LLC | $1.2M | 30,360 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 28,685 | Added |
| 14 | Royal Bank of Canada | $636,000 | 15,851 | Added |
| 15 | Apeiron RIA LLC | $612,028 | 7,896 | New |
| 16 | OneAscent Financial Services LLC | $596,168 | 14,868 | Added |
| 17 | Lynx Investment Advisory | $590,354 | 14,723 | Trimmed |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $585,462 | 14,601 | Trimmed |
| 19 | LexAurum Advisors, LLC | $487,143 | 12,149 | Trimmed |
| 20 | Foundry Financial Group, Inc. | $478,954 | 11,944 | New |
| 21 | CORA CAPITAL ADVISORS LLC | $422,466 | 10,536 | Trimmed |
| 22 | United Advisor Group, LLC | $375,472 | 9,364 | Added |
| 23 | Stewardship Advisors, LLC | $352,216 | 8,784 | Added |
| 24 | Global Retirement Partners, LLC | $338,863 | 8,451 | Added |
| 25 | CITADEL ADVISORS LLC | $263,681 | 6,576 | New |