| 1 | Diversified Enterprises, LLC | $44.1M | 1.3M | Added |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $31.5M | 962,567 | Added |
| 3 | S&T Bank/PA | $7.9M | 241,383 | Added |
| 4 | SEI INVESTMENTS CO | $6.8M | 206,916 | Added |
| 5 | OLD MISSION CAPITAL LLC | $4.8M | 146,207 | Added |
| 6 | 3EDGE Asset Management, LP | $4.3M | 137,720 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $3.3M | 99,886 | Added |
| 8 | OSAIC HOLDINGS, INC. | $2.9M | 87,893 | Trimmed |
| 9 | COMPASS CAPITAL CORP /MA/ /ADV | $2.7M | 68,771 | Trimmed |
| 10 | Apella Capital, LLC | $1.8M | 49,511 | Trimmed |
| 11 | Merit Financial Group, LLC | $1.7M | 51,549 | Added |
| 12 | Perigon Wealth Management, LLC | $1.2M | 37,405 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $893,396 | 27,367 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $672,660 | 20,541 | New |
| 15 | Lynx Investment Advisory | $498,937 | 15,236 | Trimmed |
| 16 | OneAscent Financial Services LLC | $485,346 | 14,821 | Trimmed |
| 17 | LexAurum Advisors, LLC | $414,776 | 12,666 | Trimmed |
| 18 | CORA CAPITAL ADVISORS LLC | $355,504 | 10,856 | Trimmed |
| 19 | Ameritas Advisory Services, LLC | $303,861 | 9,279 | Trimmed |
| 20 | United Advisor Group, LLC | $290,107 | 8,859 | Added |
| 21 | Stewardship Advisors, LLC | $281,069 | 8,583 | Trimmed |
| 22 | Patriot Financial Group Insurance Agency, LLC | $278,744 | 8,512 | New |
| 23 | ROSS\JOHNSON & Associates LLC | $151,751 | 4,634 | Trimmed |
| 24 | IFG Advisory, LLC | $133,674 | 4,082 | New |
| 25 | Pinnacle Wealth Planning Services, Inc. | $88,876 | 2,714 | Trimmed |