| 1 | Revolve Wealth Partners, LLC | $32.4M | 411,612 | Added |
| 2 | BWM Planning, LLC | $16.1M | 205,011 | Added |
| 3 | D.A. DAVIDSON & CO. | $12.5M | 158,850 | Added |
| 4 | One Degree Advisors Inc | $10.4M | 134,618 | Added |
| 5 | Commonwealth Financial Services, LLC | $8.8M | 112,150 | Trimmed |
| 6 | Kathmere Capital Management, LLC | $7.9M | 100,539 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $6.4M | 81,220 | Added |
| 8 | Vestment Financial LLC | $3.8M | 49,076 | Added |
| 9 | Advantage Trust Co | $3.6M | 45,684 | Added |
| 10 | Savvy Advisors, Inc. | $3.5M | 43,998 | Added |
| 11 | Brookwood Investment Group LLC | $3.0M | 38,672 | Trimmed |
| 12 | Seed Wealth Management, Inc. | $2.4M | 30,940 | Hold |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 29,988 | Added |
| 14 | L.K. Benson & Company, P.C. | $2.0M | 25,196 | Trimmed |
| 15 | Innova Wealth Partners | $1.7M | 21,061 | Added |
| 16 | Well Done, LLC | $1.5M | 18,513 | Added |
| 17 | BAKER BOYER NATIONAL BANK | $1.3M | 17,017 | Added |
| 18 | XY Planning Network, Inc. | $1.3M | 16,137 | Trimmed |
| 19 | ATTICUS WEALTH MANAGEMENT, LLC | $1.1M | 13,784 | Added |
| 20 | OPPENHEIMER & CO INC | $837,687 | 10,640 | New |
| 21 | Almanack Investment Partners, LLC. | $569,848 | 7,238 | Added |
| 22 | Apollon Wealth Management, LLC | $530,023 | 6,732 | Added |
| 23 | Fifth Third Securities, Inc. | $482,615 | 6,130 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $349,410 | 4,438 | Added |
| 25 | Redwood Family Wealth LLC | $331,537 | 4,211 | Added |