| 1 | SUMMIT WEALTH GROUP LLC / CO | $94.8M | 2.7M | Added |
| 2 | S&T Bank/PA | $20.8M | 586,454 | Added |
| 3 | 3EDGE Asset Management, LP | $19.9M | 560,531 | Added |
| 4 | SEI INVESTMENTS CO | $13.3M | 373,398 | Added |
| 5 | COMPASS CAPITAL CORP /MA/ /ADV | $6.7M | 179,844 | Added |
| 6 | OSAIC HOLDINGS, INC. | $5.7M | 159,812 | Trimmed |
| 7 | Merit Financial Group, LLC | $5.4M | 150,926 | Added |
| 8 | Apella Capital, LLC | $3.5M | 98,120 | Trimmed |
| 9 | Perigon Wealth Management, LLC | $2.5M | 71,643 | Trimmed |
| 10 | PETRA FINANCIAL ADVISORS INC | $2.3M | 63,466 | New |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 52,181 | Added |
| 12 | FLOW TRADERS U.S. LLC | $1.5M | 41,159 | Trimmed |
| 13 | Lynx Investment Advisory | $1.4M | 40,241 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $1.4M | 39,186 | Trimmed |
| 15 | OneAscent Financial Services LLC | $1.3M | 37,920 | Added |
| 16 | Diversified Enterprises, LLC | $1.3M | 35,276 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $1.1M | 31,879 | Trimmed |
| 18 | LexAurum Advisors, LLC | $1.0M | 28,441 | Trimmed |
| 19 | CORA CAPITAL ADVISORS LLC | $888,028 | 25,021 | Trimmed |
| 20 | United Advisor Group, LLC | $817,010 | 23,020 | Added |
| 21 | Apeiron RIA LLC | $790,674 | 15,573 | Added |
| 22 | Global Retirement Partners, LLC | $742,833 | 20,930 | Added |
| 23 | Stewardship Advisors, LLC | $725,655 | 20,446 | Added |
| 24 | AMERIFLEX GROUP, INC. | $449,249 | 12,658 | New |
| 25 | LPL Financial LLC | $437,892 | 12,338 | Added |