| 1 | BIP Wealth, LLC | $20.2M | 760,919 | Trimmed |
| 2 | J. L. Bainbridge & Co., Inc. | $18.1M | 682,097 | New |
| 3 | Crown Wealth Group, LLC | $13.2M | 498,567 | Added |
| 4 | BlackRock, Inc. | $10.6M | 400,000 | Hold |
| 5 | FC Advisory LLC | $4.1M | 152,995 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $3.3M | 124,997 | New |
| 7 | ASHTON THOMAS SECURITIES, LLC | $2.6M | 98,855 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 89,705 | Added |
| 9 | Ashton Thomas Private Wealth, LLC | $2.1M | 77,782 | New |
| 10 | Crewe Advisors LLC | $2.0M | 75,690 | Added |
| 11 | Grantvest Financial Group LLC | $1.7M | 64,126 | Trimmed |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 55,025 | Hold |
| 13 | Blue Sky Capital Consultants Group, Inc. | $1.3M | 50,447 | Added |
| 14 | ATX Financial Planning, LLC | $1.2M | 43,520 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $927,055 | 34,890 | New |
| 16 | OLD MISSION CAPITAL LLC | $902,583 | 33,969 | New |
| 17 | Encompass More Asset Management | $855,739 | 32,206 | New |
| 18 | Amplius Wealth Advisors, LLC | $787,745 | 29,647 | Hold |
| 19 | CITADEL ADVISORS LLC | $785,619 | 29,567 | Added |
| 20 | Creative Planning | $728,571 | 27,420 | Hold |
| 21 | Smith & Howard Wealth Management, LLC | $622,341 | 23,422 | New |
| 22 | Cetera Investment Advisers | $604,971 | 22,768 | Added |
| 23 | CROSSPOINT FINANCIAL, LLC | $576,141 | 21,683 | New |
| 24 | Advisory Services Network, LLC | $531,549 | 20,005 | New |
| 25 | Ausdal Financial Partners, Inc. | $521,877 | 19,641 | New |