| 1 | OxenFree Capital LLC | $15.6M | 405,330 | Added |
| 2 | Foundations Investment Advisors, LLC | $7.0M | 180,200 | Added |
| 3 | Summit Financial, LLC | $4.9M | 126,522 | Trimmed |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $4.1M | 107,108 | Trimmed |
| 5 | WealthPlan Investment Management, LLC | $3.6M | 94,033 | Added |
| 6 | UPTICK PARTNERS, LLC | $1.8M | 46,043 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.6M | 40,361 | Trimmed |
| 8 | PARAGON CAPITAL MANAGEMENT INC | $1.3M | 32,422 | Added |
| 9 | Chicago Partners Investment Group LLC | $842,719 | 22,167 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $707,505 | 18,232 | Added |
| 11 | PDS Planning, Inc | $662,681 | 17,077 | Added |
| 12 | PFG Investments, LLC | $608,706 | 15,686 | Added |
| 13 | LPL Financial LLC | $487,399 | 12,560 | Trimmed |
| 14 | Advyzon Investment Management, LLC | $477,734 | 12,311 | Trimmed |
| 15 | Everhart Financial Group, Inc. | $465,810 | 12,004 | Trimmed |
| 16 | Avantax Planning Partners, Inc. | $463,922 | 11,955 | Hold |
| 17 | CITADEL ADVISORS LLC | $423,525 | 10,914 | Trimmed |
| 18 | Merit Financial Group, LLC | $390,825 | 10,071 | Added |
| 19 | CENTAURUS FINANCIAL, INC. | $373,000 | 9,609 | Added |
| 20 | Creative Planning | $353,947 | 9,121 | Hold |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $296,944 | 7,746 | Trimmed |
| 22 | Essex Financial Services, Inc. | $279,246 | 7,196 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $244,102 | 6,289 | Added |
| 24 | World Investment Advisors | $233,520 | 7,000 | Hold |
| 25 | Betterment LLC | $232,000 | 5,966 | New |