| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $316.3M | 5.4M | Trimmed |
| 2 | Wealthcare Advisory Partners LLC | $60.9M | 1.0M | Added |
| 3 | RATIONAL ADVISORS, INC. | $43.4M | 735,041 | Trimmed |
| 4 | Professional Financial Advisors, LLC | $30.6M | 518,200 | Added |
| 5 | 46 Peaks LLC | $22.8M | 386,537 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.4M | 327,755 | Added |
| 7 | WJ Interests, LLC | $11.4M | 192,789 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $7.6M | 129,199 | Trimmed |
| 9 | Fermata Advisors, LLC | $6.9M | 117,673 | Trimmed |
| 10 | Bravias Capital Group, LLC | $5.2M | 88,453 | Added |
| 11 | Private Advisor Group, LLC | $4.8M | 80,821 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 49,934 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.5M | 41,776 | Added |
| 14 | Insight Wealth Strategies, LLC | $2.3M | 39,051 | Added |
| 15 | Morton Capital Management LLC/CA | $2.0M | 33,148 | Added |
| 16 | Golden State Wealth Management, LLC | $1.7M | 27,944 | Trimmed |
| 17 | Innova Wealth Partners | $1.4M | 23,169 | Added |
| 18 | Herold Advisors, Inc. | $1.4M | 23,000 | Trimmed |
| 19 | Belpointe Asset Management LLC | $1.1M | 18,972 | Trimmed |
| 20 | XY Planning Network, Inc. | $1.1M | 18,033 | Added |
| 21 | Wright Wealth LLC | $1.0M | 17,718 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $927,912 | 15,714 | Trimmed |
| 23 | United Advisor Group, LLC | $912,724 | 15,457 | Added |
| 24 | Bison Wealth, LLC | $854,489 | 14,391 | Trimmed |
| 25 | Accurate Wealth Management, LLC | $826,719 | 13,950 | Trimmed |