| 1 | Spinnaker Investment Group, LLC | $14.0M | 297,491 | Trimmed |
| 2 | Hofer & Associates. Inc | $7.5M | 159,481 | Added |
| 3 | Saiph Capital, LLC | $7.0M | 149,132 | Added |
| 4 | Great Lakes Retirement, Inc. | $4.9M | 104,933 | Added |
| 5 | Lineweaver Wealth Advisors, LLC | $2.8M | 60,381 | Added |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 58,273 | New |
| 7 | Journey Advisory Group, LLC | $2.7M | 56,367 | Added |
| 8 | ASSETMARK, INC | $2.4M | 50,964 | Trimmed |
| 9 | Wealthcare Advisory Partners LLC | $1.7M | 36,252 | Trimmed |
| 10 | Global Assets Advisory, LLC | $1.6M | 34,267 | New |
| 11 | Ashton Thomas Private Wealth, LLC | $1.6M | 33,496 | New |
| 12 | Walser Wealth Management Company, A Ltd Liability Co | $1.4M | 28,923 | Added |
| 13 | Focus Financial Network, Inc. | $1.3M | 28,518 | Trimmed |
| 14 | Independent Wealth Network Inc. | $1.3M | 28,469 | Added |
| 15 | PARAGON CAPITAL MANAGEMENT INC | $990,656 | 21,051 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $920,376 | 19,558 | Trimmed |
| 17 | Private Advisor Group, LLC | $752,175 | 15,983 | Added |
| 18 | GREATMARK INVESTMENT PARTNERS, INC. | $635,307 | 13,500 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $587,870 | 12,492 | Added |
| 20 | Visionary Horizons, LLC | $395,679 | 8,408 | New |
| 21 | Belpointe Asset Management LLC | $377,268 | 8,016 | Trimmed |
| 22 | Brookwood Investment Group LLC | $335,866 | 7,137 | Trimmed |
| 23 | XY Planning Network, Inc. | $333,842 | 7,094 | Added |
| 24 | Trilogy Capital Inc. | $271,007 | 5,759 | Added |
| 25 | Kestra Advisory Services, LLC | $259,368 | 5,511 | New |