| 1 | Strid Group, LLC | $101.0M | 1.8M | Added |
| 2 | BWM Planning, LLC | $16.7M | 300,787 | Added |
| 3 | One Degree Advisors Inc | $10.5M | 188,514 | Added |
| 4 | Well Done, LLC | $9.2M | 165,606 | Added |
| 5 | Kathmere Capital Management, LLC | $8.5M | 152,637 | Trimmed |
| 6 | Vestment Financial LLC | $3.8M | 66,778 | Added |
| 7 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.6M | 64,813 | Trimmed |
| 8 | QUARRY HILL ADVISORS, LLC | $2.9M | 53,176 | Hold |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.0M | 36,648 | Added |
| 10 | L.K. Benson & Company, P.C. | $2.0M | 36,625 | Trimmed |
| 11 | Innova Wealth Partners | $1.5M | 27,922 | Added |
| 12 | BAKER BOYER NATIONAL BANK | $1.4M | 24,969 | Trimmed |
| 13 | Meredith Wealth Planning | $1.4M | 24,883 | Added |
| 14 | XY Planning Network, Inc. | $1.2M | 21,920 | Trimmed |
| 15 | Warren Street Wealth Advisors, LLC | $1.1M | 19,545 | Added |
| 16 | Redwood Family Wealth LLC | $927,933 | 16,734 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $690,960 | 12,461 | Added |
| 18 | Belpointe Asset Management LLC | $659,276 | 11,889 | Trimmed |
| 19 | Aspect Partners, LLC | $447,861 | 8,077 | Hold |
| 20 | Almanack Investment Partners, LLC. | $352,329 | 6,354 | Hold |
| 21 | QUANTIFY CHAOS ADVISORS, LLC | $282,040 | 5,086 | Added |
| 22 | LEAVELL INVESTMENT MANAGEMENT, INC. | $248,860 | 4,488 | Added |
| 23 | Moisand Fitzgerald Tamayo, LLC | $245,644 | 4,430 | Hold |
| 24 | Foundry Financial LLC | $206,707 | 3,728 | New |
| 25 | SRH ADVISORS, LLC | $133,080 | 2,400 | Hold |