| 1 | J. L. Bainbridge & Co., Inc. | $37.5M | 1.4M | Trimmed |
| 2 | Client First Capital LLC | $3.9M | 145,320 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.5M | 92,269 | Trimmed |
| 4 | FC Advisory LLC | $2.2M | 80,775 | Hold |
| 5 | Grantvest Financial Group LLC | $2.0M | 74,381 | Trimmed |
| 6 | BIP Wealth, LLC | $1.5M | 56,701 | Trimmed |
| 7 | Amplius Wealth Advisors, LLC | $1.3M | 48,101 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 44,152 | Added |
| 9 | Crewe Advisors LLC | $1.0M | 38,118 | Hold |
| 10 | JIM SAULNIER & ASSOCIATES, LLC | $969,378 | 36,141 | Hold |
| 11 | OLD MISSION CAPITAL LLC | $810,537 | 30,219 | New |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $773,898 | 28,853 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $745,070 | 27,778 | Hold |
| 14 | Blue Sky Capital Consultants Group, Inc. | $625,143 | 23,307 | Hold |
| 15 | Kestra Advisory Services, LLC | $576,483 | 21,493 | Added |
| 16 | Tradition Wealth Management, LLC | $566,280 | 21,112 | Trimmed |
| 17 | ARS Investment Partners, LLC | $533,760 | 19,900 | Hold |
| 18 | Lifestyle Asset Management, Inc. | $451,926 | 16,849 | Trimmed |
| 19 | Crown Wealth Group, LLC | $449,297 | 16,751 | Trimmed |
| 20 | Clear Creek Financial Management, LLC | $411,907 | 15,357 | New |
| 21 | Kovack Advisors, Inc. | $396,522 | 14,782 | Trimmed |
| 22 | Creative Planning | $375,348 | 13,994 | Hold |
| 23 | Ausdal Financial Partners, Inc. | $311,136 | 11,600 | Hold |
| 24 | Investment Partners Asset Management, Inc. | $228,578 | 8,522 | Added |
| 25 | Farther Finance Advisors, LLC | $201,285 | 7,488 | New |