| 1 | J. L. Bainbridge & Co., Inc. | $26.4M | 947,144 | Trimmed |
| 2 | Client First Capital LLC | $4.0M | 143,897 | Trimmed |
| 3 | FC Advisory LLC | $2.2M | 80,533 | Trimmed |
| 4 | Amplius Wealth Advisors, LLC | $1.3M | 48,101 | Hold |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 44,209 | Added |
| 6 | Crewe Advisors LLC | $1.1M | 38,118 | Hold |
| 7 | JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 36,141 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $746,180 | 26,778 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $598,898 | 21,493 | Hold |
| 10 | ARS Investment Partners, LLC | $554,514 | 19,900 | Hold |
| 11 | Lifestyle Asset Management, Inc. | $465,903 | 16,720 | Trimmed |
| 12 | Crown Wealth Group, LLC | $465,373 | 16,701 | Trimmed |
| 13 | Clear Creek Financial Management, LLC | $427,923 | 15,357 | Hold |
| 14 | Kovack Advisors, Inc. | $411,938 | 14,782 | Hold |
| 15 | Blue Sky Capital Consultants Group, Inc. | $325,101 | 11,667 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $250,785 | 9,000 | New |
| 17 | Investment Partners Asset Management, Inc. | $237,466 | 8,522 | Hold |
| 18 | Farther Finance Advisors, LLC | $208,661 | 7,488 | Hold |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $203,854 | 7,294 | Hold |
| 20 | Spire Wealth Management | $200,544 | 7,196 | Trimmed |
| 21 | AE Wealth Management LLC | $109,098 | 3,915 | Trimmed |
| 22 | Blue Trust, Inc. | $39,791 | 1,428 | New |
| 23 | Elevated Capital Advisors, LLC | $4,849 | 174 | Hold |
| 24 | IFP Advisors, Inc | $1,421 | 51 | Hold |
| 25 | BIP Wealth, LLC | $0 | 0 | Exited |