| 1 | Astoria Portfolio Advisors LLC. | $42.2M | 1.7M | Added |
| 2 | Hobbs Group Advisors, LLC | $21.1M | 839,138 | Added |
| 3 | PUFF WEALTH MANAGEMENT, LLC | $6.9M | 275,328 | Added |
| 4 | Oregon Pacific Wealth Management, LLC | $6.7M | 267,164 | Trimmed |
| 5 | Vermillion & White Wealth Management Group, LLC | $6.6M | 260,026 | Added |
| 6 | Park Edge Advisors, LLC | $4.4M | 174,786 | Added |
| 7 | SILVERLAKE WEALTH MANAGEMENT LLC | $2.3M | 91,091 | Added |
| 8 | Latitude Advisors, LLC | $2.0M | 80,997 | Added |
| 9 | Sound Income Strategies, LLC | $1.8M | 72,504 | Added |
| 10 | World Investment Advisors | $1.4M | 55,917 | Hold |
| 11 | GeoWealth Management, LLC | $1.3M | 53,693 | Added |
| 12 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M | 51,114 | Hold |
| 13 | MIRAE ASSET SECURITIES (USA) INC. | $608,851 | 24,229 | Added |
| 14 | Ashton Thomas Private Wealth, LLC | $492,227 | 19,588 | Added |
| 15 | JANE STREET GROUP, LLC | $379,548 | 15,104 | New |
| 16 | CITADEL ADVISORS LLC | $379,548 | 15,104 | New |
| 17 | Onyx Bridge Wealth Group LLC | $356,379 | 14,182 | Added |
| 18 | Stillwater Private Wealth, LLC | $324,000 | 13,024 | New |
| 19 | WealthTrak Capital Management LLC | $272,348 | 10,838 | New |
| 20 | 4WEALTH ADVISORS, INC. | $214,702 | 8,525 | New |
| 21 | BlackDiamond Wealth Management, LLC | $0 | 0 | Exited |
| 22 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |