| 1 | Citrine Capital LLC | $50.3M | 1.0M | Added |
| 2 | Savvy Advisors, Inc. | $9.6M | 191,505 | Added |
| 3 | Elmwood Wealth Management, Inc. | $6.2M | 124,368 | Added |
| 4 | One Degree Advisors Inc | $6.1M | 122,336 | Added |
| 5 | Signature Resources Capital Management, LLC | $5.5M | 109,573 | Trimmed |
| 6 | TriaGen Wealth Management LLC | $3.6M | 71,160 | Added |
| 7 | Root Financial Partners, LLC | $3.2M | 63,917 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 49,553 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 29,721 | Added |
| 10 | Foundry Financial LLC | $1.5M | 29,474 | Trimmed |
| 11 | marrick wealth, LLC | $1.3M | 25,416 | Added |
| 12 | Nautilus Advisors LLC | $1.2M | 24,187 | Added |
| 13 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.1M | 22,146 | Trimmed |
| 14 | SCRATCH CAPITAL LLC | $1.0M | 20,379 | Added |
| 15 | Burton Enright Welch | $995,622 | 19,841 | Added |
| 16 | RAM Investment Partners, LLC | $855,067 | 17,040 | Trimmed |
| 17 | True Link Financial Advisors, LLC | $667,896 | 13,310 | Hold |
| 18 | Private Advisor Group, LLC | $642,606 | 12,806 | New |
| 19 | Concurrent Investment Advisors, LLC | $615,502 | 12,266 | Trimmed |
| 20 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $556,144 | 11,083 | Added |
| 21 | RVW Wealth, LLC | $537,478 | 10,711 | Trimmed |
| 22 | Apella Capital, LLC | $530,242 | 10,579 | Added |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | $521,721 | 10,397 | Hold |
| 24 | Vistica Wealth Advisors, LLC | $415,490 | 8,280 | New |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $404,250 | 8,056 | Added |