| 1 | SUMMIT WEALTH GROUP LLC / CO | $77.3M | 2.4M | Added |
| 2 | S&T Bank/PA | $17.2M | 527,697 | Added |
| 3 | 3EDGE Asset Management, LP | $6.9M | 218,202 | Trimmed |
| 4 | JANE STREET GROUP, LLC | $6.2M | 188,935 | New |
| 5 | COMPASS CAPITAL CORP /MA/ /ADV | $6.0M | 173,563 | Added |
| 6 | SEI INVESTMENTS CO | $5.7M | 174,800 | New |
| 7 | OSAIC HOLDINGS, INC. | $5.3M | 161,255 | Trimmed |
| 8 | Apella Capital, LLC | $4.1M | 118,015 | Trimmed |
| 9 | Perigon Wealth Management, LLC | $2.3M | 72,058 | Trimmed |
| 10 | FLOW TRADERS U.S. LLC | $1.9M | 57,816 | New |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 51,556 | Trimmed |
| 12 | Lynx Investment Advisory | $1.3M | 41,327 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $1.3M | 39,605 | Added |
| 14 | OneAscent Financial Services LLC | $1.2M | 37,525 | Trimmed |
| 15 | Diversified Enterprises, LLC | $1.2M | 35,334 | Trimmed |
| 16 | LexAurum Advisors, LLC | $952,360 | 29,217 | Trimmed |
| 17 | CORA CAPITAL ADVISORS LLC | $826,409 | 25,353 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $714,409 | 21,917 | Trimmed |
| 19 | United Advisor Group, LLC | $685,268 | 21,023 | Added |
| 20 | Patriot Financial Group Insurance Agency, LLC | $664,764 | 20,394 | Added |
| 21 | Stewardship Advisors, LLC | $643,936 | 19,755 | Trimmed |
| 22 | Accelerate Investment Advisors LLC | $355,526 | 10,907 | New |
| 23 | Merit Financial Group, LLC | $350,473 | 10,752 | Added |
| 24 | Apeiron RIA LLC | $335,382 | 10,289 | Added |
| 25 | LPL Financial LLC | $312,499 | 9,587 | New |