| 1 | Mirador Capital Partners LP | $53.5M | 2.4M | Added |
| 2 | Ashton Thomas Private Wealth, LLC | $17.2M | 768,762 | Added |
| 3 | Accurate Wealth Management, LLC | $10.6M | 475,561 | Added |
| 4 | Altium Investment Strategies LLC | $10.6M | 475,561 | Added |
| 5 | Parkway Wealth Management Group, LLC | $10.2M | 456,265 | Added |
| 6 | COLLECTIVE FAMILY OFFICE LLC | $8.2M | 366,184 | Added |
| 7 | Ironwood Financial, llc | $8.0M | 358,454 | Trimmed |
| 8 | BANTA ASSET MANAGEMENT LP | $7.4M | 330,285 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 322,104 | Added |
| 10 | Intrua Financial, LLC | $6.9M | 309,958 | Trimmed |
| 11 | CHATHAM CAPITAL GROUP, INC. | $6.7M | 298,406 | Added |
| 12 | OLD SECOND NATIONAL BANK OF AURORA | $5.3M | 236,667 | Trimmed |
| 13 | HOWARD WEALTH MANAGEMENT, LLC | $4.7M | 209,291 | Added |
| 14 | Kestra Advisory Services, LLC | $3.9M | 176,687 | Added |
| 15 | River Street Advisors LLC | $3.7M | 167,642 | Added |
| 16 | Pacific Wealth Strategies Group, Inc. | $3.6M | 162,746 | Added |
| 17 | Prospera Financial Services Inc | $3.6M | 160,293 | Added |
| 18 | Sidoxia Capital Management, LLC | $3.2M | 144,834 | Added |
| 19 | Glass Jacobson Investment Advisors llc | $3.2M | 141,191 | Added |
| 20 | Compound Planning, Inc. | $2.3M | 104,647 | Trimmed |
| 21 | Private Advisor Group, LLC | $2.1M | 93,250 | Added |
| 22 | S.E.E.D. Planning Group LLC | $2.0M | 91,073 | Added |
| 23 | Independent Wealth Advisors LLC | $2.0M | 88,041 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.9M | 85,818 | Added |
| 25 | Paradiem, LLC | $1.7M | 78,097 | Trimmed |