| 1 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.9M | 241,017 | Trimmed |
| 2 | Precision Wealth Strategies, LLC | $10.6M | 235,002 | Trimmed |
| 3 | Belpointe Asset Management LLC | $9.9M | 217,600 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $4.3M | 94,077 | Hold |
| 5 | United Asset Strategies, Inc. | $4.0M | 88,722 | Trimmed |
| 6 | Brookwood Investment Group LLC | $1.6M | 35,995 | Trimmed |
| 7 | LPL Financial LLC | $1.2M | 25,517 | Added |
| 8 | Mason & Associates Inc | $1.1M | 24,640 | Trimmed |
| 9 | WEALTH ALLIANCE, LLC | $1.0M | 22,979 | Hold |
| 10 | Lido Advisors, LLC | $1.0M | 22,911 | Trimmed |
| 11 | SHEETS SMITH WEALTH MANAGEMENT | $986,552 | 21,783 | Hold |
| 12 | Robertson Stephens Wealth Management, LLC | $960,284 | 21,203 | Hold |
| 13 | Rockefeller Capital Management L.P. | $831,524 | 18,360 | Hold |
| 14 | Navis Wealth Advisors, LLC | $734,876 | 16,226 | Hold |
| 15 | Arax Advisory Partners | $719,658 | 15,890 | New |
| 16 | Keystone Wealth Services, LLC | $704,622 | 15,558 | Hold |
| 17 | B.O.S.S. Retirement Advisors, LLC | $677,493 | 14,959 | Trimmed |
| 18 | Cetera Investment Advisers | $672,828 | 14,856 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $592,000 | 13,080 | Hold |
| 20 | Mariner, LLC | $542,257 | 11,973 | Trimmed |
| 21 | Hopwood Nicholas Hunter | $347,737 | 7,678 | Hold |
| 22 | Mutual Advisors, LLC | $339,675 | 7,500 | Hold |
| 23 | TOUNJIAN ADVISORY PARTNERS, LLC | $284,104 | 6,273 | New |
| 24 | LANE BROTHERS & CO INC | $280,209 | 6,187 | Hold |
| 25 | Foundations Investment Advisors, LLC | $274,095 | 6,052 | Trimmed |