| 1 | J. L. Bainbridge & Co., Inc. | $25.4M | 902,170 | Trimmed |
| 2 | BIP Wealth, LLC | $25.4M | 900,592 | Trimmed |
| 3 | ASHTON THOMAS SECURITIES, LLC | $2.6M | 92,109 | New |
| 4 | Client First Capital LLC | $2.5M | 90,423 | Added |
| 5 | Ashton Thomas Private Wealth, LLC | $2.1M | 74,693 | Added |
| 6 | PANORAMIC INVESTMENT ADVISORS, LLC | $1.9M | 69,150 | Added |
| 7 | FC Advisory LLC | $1.8M | 64,553 | Trimmed |
| 8 | HighTower Advisors, LLC | $1.7M | 59,217 | Trimmed |
| 9 | Balboa Wealth Partners | $1.5M | 53,797 | Trimmed |
| 10 | CRA Financial Services, LLC | $1.1M | 40,336 | Trimmed |
| 11 | Crewe Advisors LLC | $1.0M | 36,295 | Hold |
| 12 | CITADEL ADVISORS LLC | $984,178 | 34,950 | Added |
| 13 | Kestra Advisory Services, LLC | $953,308 | 33,854 | Trimmed |
| 14 | Grantvest Financial Group LLC | $918,200 | 32,607 | Trimmed |
| 15 | CROSSPOINT FINANCIAL, LLC | $913,887 | 32,454 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $907,720 | 32,235 | Trimmed |
| 17 | Encompass More Asset Management | $849,772 | 30,177 | Trimmed |
| 18 | Amplius Wealth Advisors, LLC | $739,246 | 26,252 | Trimmed |
| 19 | Cetera Investment Advisers | $699,839 | 24,853 | Added |
| 20 | MIDDLETON & CO INC/MA | $649,557 | 23,067 | Trimmed |
| 21 | Foundations Investment Advisors, LLC | $624,730 | 22,185 | Trimmed |
| 22 | Cypress Wealth Services, LLC | $619,424 | 21,997 | Hold |
| 23 | Tradition Wealth Management, LLC | $567,585 | 20,156 | Trimmed |
| 24 | NBZ Investment Advisors LLC | $544,072 | 19,321 | Trimmed |
| 25 | OneDigital Investment Advisors LLC | $537,695 | 19,095 | Hold |