| 1 | TRAPHAGEN INVESTMENT ADVISORS LLC | $21.6M | 1.0M | Added |
| 2 | Amplius Wealth Advisors, LLC | $12.5M | 584,105 | New |
| 3 | ASSETMARK, INC | $10.9M | 508,522 | Added |
| 4 | Summit Financial, LLC | $10.8M | 500,927 | Added |
| 5 | Waterway Wealth Management, LLC | $5.7M | 263,239 | Added |
| 6 | UBS Group AG | $4.6M | 216,292 | Added |
| 7 | JANE STREET GROUP, LLC | $3.8M | 176,273 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 172,332 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.6M | 166,691 | Trimmed |
| 10 | Royal Bank of Canada | $3.1M | 143,341 | Added |
| 11 | Apollon Wealth Management, LLC | $2.7M | 123,722 | New |
| 12 | Parcion Private Wealth LLC | $2.2M | 103,664 | Trimmed |
| 13 | AQR CAPITAL MANAGEMENT LLC | $2.1M | 99,800 | Trimmed |
| 14 | Cerity Partners LLC | $2.0M | 95,185 | New |
| 15 | FINANCIAL MANAGEMENT NETWORK INC | $1.9M | 88,321 | Added |
| 16 | HighTower Advisors, LLC | $1.9M | 86,801 | Added |
| 17 | Ducere Wealth Management LLC | $1.8M | 82,851 | New |
| 18 | TRANSCEND CAPITAL ADVISORS, LLC | $1.7M | 77,451 | Added |
| 19 | Cox Capital Mgt LLC | $1.7M | 77,294 | New |
| 20 | Mesirow Financial Investment Management, Inc. | $942,679 | 43,895 | Added |
| 21 | Camarda Financial Advisors, LLC | $882,194 | 41,080 | Trimmed |
| 22 | Steward Partners Investment Advisory, LLC | $871,198 | 40,568 | Added |
| 23 | Accurate Wealth Management, LLC | $825,076 | 38,483 | Added |
| 24 | Virtus Family Office LLC | $629,368 | 29,307 | Added |
| 25 | Ascent Advisors, LLC | $523,368 | 24,371 | New |