| 1 | TRAPHAGEN INVESTMENT ADVISORS LLC | $22.8M | 1.1M | Added |
| 2 | ASSETMARK, INC | $11.8M | 551,292 | Added |
| 3 | Amplius Wealth Advisors, LLC | $11.4M | 533,985 | Trimmed |
| 4 | New England Private Wealth Advisors LLC | $6.2M | 273,013 | New |
| 5 | Apollon Wealth Management, LLC | $2.8M | 131,381 | Added |
| 6 | Ashton Thomas Private Wealth, LLC | $2.7M | 123,963 | New |
| 7 | Ducere Wealth Management LLC | $2.1M | 98,624 | Added |
| 8 | TRANSCEND CAPITAL ADVISORS, LLC | $2.0M | 95,415 | Added |
| 9 | Mesirow Financial Investment Management, Inc. | $1.4M | 64,458 | Added |
| 10 | Accurate Wealth Management, LLC | $1.1M | 47,618 | Added |
| 11 | Ferguson Shapiro LLC | $1.0M | 47,456 | New |
| 12 | Virtus Family Office LLC | $735,156 | 34,289 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $456,372 | 21,286 | New |
| 14 | TRUIST FINANCIAL CORP | $371,598 | 17,332 | New |
| 15 | FFT WEALTH MANAGEMENT LLC | $316,240 | 14,750 | New |
| 16 | Sterling Investment Advisors, Ltd. | $257,280 | 12,000 | Hold |
| 17 | Carrera Capital Advisors | $248,082 | 11,571 | New |
| 18 | Capital Investment Advisory Services, LLC | $79,971 | 3,730 | Added |
| 19 | IFP Advisors, Inc | $31,088 | 1,450 | New |
| 20 | Cape Investment Advisory, Inc. | $27,058 | 1,262 | New |
| 21 | PRIVATE TRUST CO NA | $15,008 | 700 | New |
| 22 | Vision Retirement, LLC | $8,448 | 394 | New |
| 23 | Rossby Financial, LCC | $7,097 | 331 | Added |
| 24 | CoreCap Advisors, LLC | $107 | 5 | Hold |
| 25 | Canal Capital Management, LLC | $0 | 0 | Exited |