| 1 | Miracle Mile Advisors, LLC | $30.5M | 1.2M | Added |
| 2 | Shared Vision Wealth Group LLC | $7.6M | 310,889 | Added |
| 3 | Robertson Stephens Wealth Management, LLC | $5.8M | 238,198 | Added |
| 4 | Chatterton & Associates Inc. | $3.5M | 144,898 | Added |
| 5 | Elmwood Wealth Management, Inc. | $3.5M | 141,077 | Trimmed |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $3.3M | 133,243 | Added |
| 7 | Affinity Capital Advisors, LLC | $3.0M | 123,281 | Added |
| 8 | Farther Finance Advisors, LLC | $2.5M | 100,617 | Added |
| 9 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2.2M | 89,454 | Added |
| 10 | SimpliFi, Inc. | $2.1M | 85,725 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.0M | 81,920 | Added |
| 12 | Navigation Group, LLC | $1.9M | 77,030 | Hold |
| 13 | SteelPeak Wealth, LLC | $1.8M | 74,450 | Trimmed |
| 14 | McNaughton Wealth Management, LLC | $1.6M | 63,304 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 63,111 | Added |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.2M | 48,510 | New |
| 17 | Private Advisor Group, LLC | $1.2M | 47,308 | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 46,329 | Added |
| 19 | Compound Planning, Inc. | $1.1M | 45,611 | Trimmed |
| 20 | FOCUS Wealth Advisors, LLC | $1.1M | 43,481 | Added |
| 21 | Prospera Financial Services Inc | $948,328 | 38,693 | Added |
| 22 | Atlas Legacy Advisors, LLC | $928,610 | 37,887 | Added |
| 23 | Impact Investors, Inc | $816,011 | 33,293 | Trimmed |
| 24 | MATTERN CAPITAL MANAGEMENT, LLC | $766,085 | 31,256 | Added |
| 25 | Williams & Novak, LLC | $732,849 | 29,900 | Hold |