| 1 | BIP Wealth, LLC | $24.2M | 831,835 | Trimmed |
| 2 | J. L. Bainbridge & Co., Inc. | $16.1M | 552,310 | Trimmed |
| 3 | Ashton Thomas Private Wealth, LLC | $3.1M | 107,577 | Added |
| 4 | Client First Capital LLC | $2.6M | 89,249 | Trimmed |
| 5 | FC Advisory LLC | $1.8M | 63,301 | Trimmed |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 59,653 | New |
| 7 | CRA Financial Services, LLC | $1.1M | 37,836 | Trimmed |
| 8 | Crewe Advisors LLC | $1.1M | 36,295 | Hold |
| 9 | Blue Sky Capital Consultants Group, Inc. | $913,051 | 31,344 | Added |
| 10 | Kestra Advisory Services, LLC | $887,045 | 30,451 | Trimmed |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $862,105 | 29,595 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $858,270 | 29,463 | Trimmed |
| 13 | Encompass More Asset Management | $730,173 | 25,066 | Trimmed |
| 14 | Amplius Wealth Advisors, LLC | $706,373 | 24,249 | Trimmed |
| 15 | Cypress Wealth Services, LLC | $640,769 | 21,997 | Hold |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $595,108 | 20,429 | Added |
| 17 | BCGM Wealth Management, LLC | $379,989 | 13,045 | Hold |
| 18 | Weaver Consulting Group | $376,797 | 12,935 | Trimmed |
| 19 | ARS Investment Partners, LLC | $290,135 | 9,960 | Hold |
| 20 | ARS Wealth Advisors Group, LLC | $231,263 | 7,939 | Hold |
| 21 | Farther Finance Advisors, LLC | $84,880 | 2,914 | Trimmed |
| 22 | Blue Trust, Inc. | $39,704 | 1,363 | New |
| 23 | AE Wealth Management LLC | $6,001 | 206 | Added |
| 24 | IFP Advisors, Inc | $3,641 | 125 | Added |
| 25 | Physician Wealth Advisors, Inc. | $0 | 0 | Exited |