| 1 | Savant Capital, LLC | $17.7M | 176,019 | Added |
| 2 | Advisor OS, LLC | $13.8M | 137,430 | Trimmed |
| 3 | MJP ASSOCIATES INC /ADV | $13.8M | 137,430 | Trimmed |
| 4 | Clear Creek Financial Management, LLC | $13.7M | 135,911 | Added |
| 5 | UPTICK PARTNERS, LLC | $9.7M | 96,513 | Trimmed |
| 6 | Addison Capital Co | $8.9M | 88,563 | Added |
| 7 | Tower Research Capital LLC (TRC) | $6.8M | 67,586 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 43,059 | Added |
| 9 | FULCRUM WEALTH ADVISORS, LLC | $3.1M | 31,257 | New |
| 10 | Bleakley Financial Group, LLC | $2.6M | 26,295 | Added |
| 11 | Belpointe Asset Management LLC | $2.0M | 19,546 | Added |
| 12 | JANE STREET GROUP, LLC | $1.9M | 18,833 | Trimmed |
| 13 | PERSPECTIVE WEALTH ADVISORS LLC | $1.5M | 15,362 | New |
| 14 | Luken Investment Analytics, LLC | $1.5M | 14,891 | Trimmed |
| 15 | Mariner, LLC | $1.5M | 14,734 | New |
| 16 | WPG Advisers, LLC | $1.4M | 14,121 | New |
| 17 | Farther Finance Advisors, LLC | $1.3M | 12,871 | New |
| 18 | STONE LOFT WEALTH MANAGEMENT LLC | $1.3M | 12,648 | Trimmed |
| 19 | Compass Ion Advisors, LLC | $1.1M | 10,927 | New |
| 20 | Mascagni Wealth Management, Inc. | $1.1M | 10,916 | Added |
| 21 | Worth Asset Management, LLC | $1.0M | 9,957 | Trimmed |
| 22 | WPWealth LLP | $999,945 | 9,926 | Added |
| 23 | PRIVATE CLIENT SERVICES, LLC | $959,750 | 9,527 | Added |
| 24 | EP Wealth Advisors, LLC | $955,217 | 9,482 | New |
| 25 | Vista Cima Wealth Management LLC | $930,032 | 9,232 | Trimmed |