| 1 | Carrera Capital Advisors | $150.8M | 3.0M | Added |
| 2 | TOTAL INVESTMENT MANAGEMENT INC | $55.4M | 1.1M | Trimmed |
| 3 | Tanager Wealth Management LLP | $48.8M | 970,303 | Trimmed |
| 4 | Signal Advisors Wealth, LLC | $15.5M | 308,141 | Added |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $15.2M | 301,901 | Trimmed |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | $14.8M | 294,518 | Added |
| 7 | Encompass More Asset Management | $10.2M | 203,535 | Added |
| 8 | eCIO, Inc. | $9.1M | 180,392 | Added |
| 9 | Fairlight Advisors | $9.1M | 180,178 | New |
| 10 | Laurel Wealth Advisors LLC | $8.4M | 166,800 | Added |
| 11 | Warren Street Wealth Advisors, LLC | $6.9M | 136,934 | Added |
| 12 | North Forty Two & Co. | $6.0M | 119,610 | Added |
| 13 | Bulwark Capital Corp | $4.8M | 94,661 | Trimmed |
| 14 | Oliver Luxxe Assets LLC | $4.0M | 78,993 | Trimmed |
| 15 | S&A Financial Services, Inc. | $3.1M | 62,586 | New |
| 16 | Strong Retirement Solutions LLC | $2.9M | 57,166 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 49,771 | Added |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 49,476 | Trimmed |
| 19 | Blume Capital Management, Inc. | $2.5M | 48,814 | Trimmed |
| 20 | 3EDGE Asset Management, LP | $2.1M | 42,035 | Trimmed |
| 21 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.3M | 25,329 | Trimmed |
| 22 | John W. Brooker & Co., CPAs | $1.2M | 24,762 | Added |
| 23 | Brookstone Capital Management | $1.2M | 22,973 | New |
| 24 | NewSquare Capital LLC | $1.1M | 21,731 | New |
| 25 | CogentBlue Wealth Advisors, LLC | $1.1M | 21,312 | New |