| 1 | SAGESPRING WEALTH PARTNERS, LLC | $169.7M | 2.0M | Added |
| 2 | Quotient Wealth Partners, LLC | $17.1M | 199,136 | Trimmed |
| 3 | UNIQUE WEALTH, LLC | $14.9M | 173,756 | Added |
| 4 | Centerline Wealth Advisors, LLC | $11.3M | 131,704 | Trimmed |
| 5 | Storen Legacy Partners, LLC | $7.8M | 90,360 | Added |
| 6 | Cyndeo Wealth Partners, LLC | $4.9M | 56,650 | Trimmed |
| 7 | Platform Technology Partners | $2.0M | 23,289 | Trimmed |
| 8 | Cardinal Point Capital Management ULC | $1.5M | 17,136 | Added |
| 9 | Santori & Peters, Inc. | $1.3M | 15,114 | Hold |
| 10 | PUREfi Wealth, LLC | $1.2M | 13,834 | Added |
| 11 | Fairvoy Private Wealth, LLC | $1.1M | 12,344 | Added |
| 12 | DecisionMap Wealth Management, LLC | $887,912 | 10,341 | Trimmed |
| 13 | Traveka Wealth, LLC | $620,596 | 7,228 | Added |
| 14 | Kestra Advisory Services, LLC | $607,209 | 7,072 | Added |
| 15 | MBL Wealth, LLC | $605,228 | 7,049 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $560,000 | 6,526 | Added |
| 17 | SeaCrest Wealth Management, LLC | $505,029 | 5,882 | Trimmed |
| 18 | Madrona Financial Services, LLC | $487,513 | 5,678 | Hold |
| 19 | Resonant Capital Advisors, LLC | $476,008 | 5,544 | Hold |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $342,948 | 3,994 | Trimmed |
| 21 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $267,610 | 3,117 | Added |
| 22 | Cornerstone Planning Group LLC | $66,794 | 802 | Hold |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $47,738 | 556 | Trimmed |
| 24 | NBC SECURITIES, INC. | $20,606 | 240 | Hold |
| 25 | CoreCap Advisors, LLC | $6,010 | 70 | Hold |