| 1 | BIP Wealth, LLC | $20.1M | 736,972 | Trimmed |
| 2 | J. L. Bainbridge & Co., Inc. | $15.9M | 581,471 | Trimmed |
| 3 | Crown Wealth Group, LLC | $14.0M | 513,454 | Added |
| 4 | FC Advisory LLC | $4.2M | 153,596 | Added |
| 5 | Ashton Thomas Private Wealth, LLC | $3.1M | 114,196 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 89,962 | Added |
| 7 | Crewe Advisors LLC | $1.6M | 57,241 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $1.5M | 54,814 | New |
| 9 | Blue Sky Capital Consultants Group, Inc. | $1.4M | 51,506 | Added |
| 10 | Amplius Wealth Advisors, LLC | $810,543 | 29,647 | Hold |
| 11 | Encompass More Asset Management | $732,625 | 26,797 | Trimmed |
| 12 | Smith & Howard Wealth Management, LLC | $640,353 | 23,422 | Hold |
| 13 | Strategic Blueprint, LLC | $469,288 | 17,165 | Trimmed |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $450,888 | 16,492 | Trimmed |
| 15 | Shared Vision Wealth Group LLC | $389,702 | 14,254 | Hold |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $370,000 | 13,533 | Hold |
| 17 | ARS Investment Partners, LLC | $273,125 | 9,990 | Hold |
| 18 | Kovack Advisors, Inc. | $255,685 | 9,353 | Hold |
| 19 | Farther Finance Advisors, LLC | $64,119 | 2,345 | Hold |
| 20 | Blue Trust, Inc. | $39,643 | 1,450 | New |
| 21 | AE Wealth Management LLC | $5,769 | 211 | New |
| 22 | IFP Advisors, Inc | $2,187 | 80 | Hold |
| 23 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
| 24 | ASHTON THOMAS SECURITIES, LLC | $0 | 0 | Exited |