| 1 | Astoria Portfolio Advisors LLC. | $59.2M | 1.6M | Added |
| 2 | Hobbs Group Advisors, LLC | $39.8M | 1.1M | Added |
| 3 | Vermillion & White Wealth Management Group, LLC | $21.8M | 597,457 | Added |
| 4 | Oregon Pacific Wealth Management, LLC | $10.8M | 297,176 | Trimmed |
| 5 | PUFF WEALTH MANAGEMENT, LLC | $7.0M | 193,875 | Added |
| 6 | Stegent Equity Advisors, Inc. | $4.2M | 116,739 | New |
| 7 | SILVERLAKE WEALTH MANAGEMENT LLC | $2.4M | 64,841 | Trimmed |
| 8 | Sound Income Strategies, LLC | $2.2M | 61,381 | Added |
| 9 | World Investment Advisors | $2.0M | 68,858 | Hold |
| 10 | GeoWealth Management, LLC | $1.4M | 38,217 | Trimmed |
| 11 | Latitude Advisors, LLC | $1.4M | 37,979 | Trimmed |
| 12 | Ashton Thomas Private Wealth, LLC | $1.3M | 37,142 | Added |
| 13 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M | 34,509 | Added |
| 14 | Stillwater Private Wealth, LLC | $1.0M | 28,248 | New |
| 15 | Onyx Bridge Wealth Group LLC | $701,794 | 19,322 | Added |
| 16 | WealthTrak Capital Management LLC | $630,642 | 17,363 | Added |
| 17 | Equitable Holdings, Inc. | $548,774 | 15,109 | New |
| 18 | JPMORGAN CHASE & CO | $161,178 | 4,509 | Added |
| 19 | Medallion Wealth Advisors, LLC | $149,533 | 4,117 | Hold |
| 20 | MORGAN STANLEY | $21,793 | 600 | Hold |
| 21 | UBS Group AG | $21,575 | 594 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 23 | CITADEL ADVISORS LLC | $0 | 0 | Exited |