| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $125.1M | 2.0M | Added |
| 2 | Alpine Bank Wealth Management | $39.0M | 620,565 | Trimmed |
| 3 | Focus Partners Wealth | $13.5M | 214,176 | Trimmed |
| 4 | CWM, LLC | $13.4M | 212,688 | Added |
| 5 | Wealthcare Advisory Partners LLC | $8.1M | 129,271 | Trimmed |
| 6 | McGrath & Associates, Inc. | $7.7M | 121,717 | Added |
| 7 | STAPP WEALTH MANAGEMENT, PLLC | $7.6M | 120,937 | Trimmed |
| 8 | OneDigital Investment Advisors LLC | $7.1M | 112,225 | New |
| 9 | Magnolia Private Wealth, LLC | $6.6M | 213,455 | Added |
| 10 | Triton Wealth Management, PLLC | $6.2M | 96,556 | Added |
| 11 | Kestra Advisory Services, LLC | $5.2M | 82,494 | Added |
| 12 | Fermata Advisors, LLC | $4.9M | 77,456 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $3.7M | 58,376 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $3.3M | 52,840 | Added |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $3.3M | 52,230 | Hold |
| 16 | AMERIPRISE FINANCIAL INC | $2.7M | 43,256 | Trimmed |
| 17 | MORGAN STANLEY | $2.3M | 36,444 | Trimmed |
| 18 | OPTIMA CAPITAL LLC | $2.1M | 34,036 | Added |
| 19 | SFG Wealth Management, LLC. | $2.1M | 33,244 | Trimmed |
| 20 | HRT FINANCIAL LP | $2.0M | 32,456 | New |
| 21 | Sanctuary Advisors, LLC | $1.9M | 30,284 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 29,657 | New |
| 23 | Aspire Capital Advisors LLC | $1.7M | 26,712 | Added |
| 24 | JANE STREET GROUP, LLC | $1.7M | 26,504 | Added |
| 25 | Spinnaker Investment Group, LLC | $1.4M | 22,358 | Trimmed |