| 1 | EPIQ PARTNERS, LLC | $4.0M | 119,164 | Added |
| 2 | Dynamic Advisor Solutions LLC | $3.8M | 113,748 | Trimmed |
| 3 | Financial Enhancement Group LLC | $3.7M | 111,245 | Added |
| 4 | Gradient Investments LLC | $3.2M | 94,782 | Added |
| 5 | Valeo Financial Advisors, LLC | $2.9M | 87,905 | Added |
| 6 | Gainplan LLC | $2.7M | 79,748 | Added |
| 7 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.4M | 73,248 | Added |
| 8 | GK Wealth Management LLC | $2.2M | 66,935 | New |
| 9 | Bison Wealth, LLC | $2.0M | 56,533 | Added |
| 10 | Baring Financial LLC | $2.0M | 59,772 | Added |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $1.6M | 49,393 | Trimmed |
| 12 | Avior Wealth Management, LLC | $1.5M | 46,471 | Added |
| 13 | CX Institutional | $1.2M | 37,492 | Added |
| 14 | Silverleafe Capital Partners, LLC | $1.2M | 37,184 | Trimmed |
| 15 | MFG WEALTH MANAGEMENT, INC. | $1.1M | 32,233 | Added |
| 16 | Pacific Excel Wealth Advisors, Inc. | $877,491 | 26,359 | New |
| 17 | Mirador Capital Partners LP | $860,713 | 25,855 | Added |
| 18 | Hilltop National Bank | $718,698 | 21,589 | Hold |
| 19 | West Financial Advisors, LLC | $625,852 | 18,800 | Added |
| 20 | Apella Capital, LLC | $601,353 | 16,635 | Added |
| 21 | Prodigy Asset Management LLC | $585,904 | 17,600 | Hold |
| 22 | Fermata Advisors, LLC | $579,879 | 17,419 | Added |
| 23 | Archer Investment Management, LLC | $562,732 | 16,904 | Trimmed |
| 24 | Mirabaud & Cie SA | $499,350 | 15,000 | Hold |
| 25 | RVW Wealth, LLC | $461,466 | 13,862 | Added |