| 1 | Blueprint Investment Partners LLC | $13.1M | 270,887 | New |
| 2 | Blueprint Financial Advisors LLC | $13.1M | 270,887 | New |
| 3 | LPL Financial LLC | $8.6M | 178,665 | Added |
| 4 | Solano Wealth Investment Advisors LLC | $1.3M | 27,208 | Trimmed |
| 5 | Gateway Wealth Partners, LLC | $991,202 | 20,520 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $892,162 | 18,470 | New |
| 7 | Private Advisor Group, LLC | $625,792 | 12,955 | Added |
| 8 | Strategic Blueprint, LLC | $605,047 | 12,526 | New |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $533,317 | 11,041 | Trimmed |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $503,100 | 10,415 | Trimmed |
| 11 | ATLas Financial Planning LLC | $422,123 | 8,739 | Hold |
| 12 | HARBOUR INVESTMENTS, INC. | $345,346 | 7,149 | Added |
| 13 | NORTHWEST WEALTH MANAGEMENT, LLC | $276,393 | 5,722 | Added |
| 14 | Focus Partners Advisor Solutions, LLC | $276,393 | 5,722 | Added |
| 15 | Mariner, LLC | $233,865 | 4,842 | New |
| 16 | Golden Bell Financial Planning LLC | $223,886 | 4,635 | Hold |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $223,100 | 4,619 | Trimmed |
| 18 | Van Hulzen Asset Management, LLC | $202,902 | 4,201 | New |
| 19 | Wagner Wealth Management, LLC | $85,398 | 1,768 | Added |
| 20 | Rockefeller Capital Management L.P. | $61,272 | 1,268 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $43,565 | 902 | Added |
| 22 | UBS Group AG | $6,424 | 133 | Added |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,839 | 79 | Hold |
| 24 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 25 | JANE STREET GROUP, LLC | $0 | 0 | Exited |