| 1 | Investors Portfolio Services LLC | $20.3M | 559,359 | New |
| 2 | Pitti Group Wealth Management, LLC | $12.3M | 339,548 | Added |
| 3 | RFG Advisory, LLC | $9.3M | 257,086 | Added |
| 4 | Sage Capital Advisors,llc | $2.5M | 70,336 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $1.6M | 43,602 | Trimmed |
| 6 | Maia Wealth LLC | $1.3M | 35,639 | Added |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 30,151 | Added |
| 8 | Diversify Advisory Services, LLC | $1.1M | 30,151 | New |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 27,620 | Trimmed |
| 10 | NOVEM GROUP | $680,988 | 18,791 | Trimmed |
| 11 | Belpointe Asset Management LLC | $369,250 | 10,189 | Hold |
| 12 | Lionshead Wealth Management, LLC | $352,616 | 9,730 | Hold |
| 13 | Prime Capital Investment Advisors, LLC | $291,588 | 8,046 | New |
| 14 | JANE STREET GROUP, LLC | $265,930 | 7,338 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $257,590 | 7,108 | Hold |
| 16 | Triumph Capital Management | $241,866 | 6,674 | New |
| 17 | Quad-Cities Investment Group, LLC | $213,418 | 5,889 | New |
| 18 | OLD MISSION CAPITAL LLC | $204,430 | 5,641 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $200,727 | 5,558 | Trimmed |
| 20 | Capital Analysts, LLC | $117,000 | 3,236 | Trimmed |
| 21 | BARCLAYS PLC | $92,267 | 2,546 | Hold |
| 22 | HOLLENCREST CAPITAL MANAGEMENT | $89,839 | 2,479 | Hold |
| 23 | HARBOUR INVESTMENTS, INC. | $88,824 | 2,451 | Hold |
| 24 | Integrity Financial Corp /WA | $63,022 | 1,739 | Hold |
| 25 | Caitlin John, LLC | $53,563 | 1,478 | Trimmed |