| 1 | CreativeOne Wealth, LLC | $6.2M | 224,921 | Trimmed |
| 2 | GeoWealth Management, LLC | $4.5M | 164,401 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 144,821 | Added |
| 4 | TRUIST FINANCIAL CORP | $3.7M | 133,537 | New |
| 5 | Arete Wealth Advisors, LLC | $3.6M | 130,508 | Trimmed |
| 6 | Prosperity Financial Group, Inc. | $3.5M | 127,873 | Trimmed |
| 7 | CONTINENTAL INVESTORS SERVICES, INC. | $3.3M | 103,260 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $2.4M | 86,759 | New |
| 9 | Strive Financial Group ,LLC | $2.3M | 81,697 | Added |
| 10 | Strategic Blueprint, LLC | $2.0M | 71,381 | Added |
| 11 | M1 Capital Management LLC | $1.6M | 56,276 | Added |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 48,577 | Added |
| 13 | CoreCap Advisors, LLC | $1.3M | 46,468 | Added |
| 14 | Advisory Services Network, LLC | $941,396 | 34,150 | Added |
| 15 | Axim Planning & Wealth | $904,822 | 32,823 | Added |
| 16 | Koshinski Asset Management, Inc. | $900,494 | 32,666 | Added |
| 17 | Advyzon Investment Management, LLC | $720,159 | 26,124 | Added |
| 18 | Wayfinding Financial, LLC | $670,000 | 24,339 | Trimmed |
| 19 | Vise Technologies, Inc. | $667,848 | 22,411 | Hold |
| 20 | Hardworking Capital Advisors, LLC | $636,570 | 23,092 | Added |
| 21 | EJMK Ventures LLC | $597,591 | 21,678 | Trimmed |
| 22 | TRUE Private Wealth Advisors | $596,664 | 21,644 | Added |
| 23 | Balboa Wealth Partners | $580,307 | 21,051 | Added |
| 24 | Navigation Wealth Management, Inc. | $501,797 | 18,203 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $454,354 | 16,482 | Added |