| 1 | Advisor OS, LLC | $17.5M | 173,271 | New |
| 2 | MJP ASSOCIATES INC /ADV | $17.0M | 169,162 | New |
| 3 | UPTICK PARTNERS, LLC | $11.9M | 118,372 | Trimmed |
| 4 | CALTON & ASSOCIATES, INC. | $8.7M | 86,322 | Added |
| 5 | Savant Capital, LLC | $8.4M | 83,303 | Trimmed |
| 6 | Clear Creek Financial Management, LLC | $7.9M | 78,843 | New |
| 7 | Addison Capital Co | $6.6M | 65,973 | Trimmed |
| 8 | Tower Research Capital LLC (TRC) | $5.3M | 52,155 | Trimmed |
| 9 | North Berkeley Wealth Management, LLC | $5.0M | 49,478 | Trimmed |
| 10 | MOULTON WEALTH MANAGEMENT, INC | $4.6M | 4.6M | New |
| 11 | GOLDMAN SACHS GROUP INC | $4.4M | 43,932 | New |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 31,388 | New |
| 13 | Worth Asset Management, LLC | $2.8M | 27,573 | Added |
| 14 | Wolfstich Capital, LLC | $2.5M | 2.5M | Added |
| 15 | JANE STREET GROUP, LLC | $2.1M | 21,311 | Trimmed |
| 16 | Belpointe Asset Management LLC | $1.9M | 18,437 | Added |
| 17 | Bleakley Financial Group, LLC | $1.8M | 17,845 | Added |
| 18 | Luken Investment Analytics, LLC | $1.6M | 16,361 | Added |
| 19 | Vista Cima Wealth Management LLC | $1.6M | 15,714 | New |
| 20 | STONE LOFT WEALTH MANAGEMENT LLC | $1.3M | 13,338 | Trimmed |
| 21 | Beacon Pointe Advisors, LLC | $1.3M | 12,680 | New |
| 22 | WealthShield Partners, LLC | $1.2M | 11,506 | Added |
| 23 | WealthPlan Investment Management, LLC | $1.1M | 11,167 | Trimmed |
| 24 | Sanctuary Advisors, LLC | $1.0M | 10,126 | Added |
| 25 | Focus Partners Wealth | $977,790 | 9,708 | New |