| 1 | Hobbs Group Advisors, LLC | $28.3M | 664,406 | Trimmed |
| 2 | POTOMAC FUND MANAGEMENT INC /ADV | $28.0M | 657,300 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $25.6M | 599,571 | Trimmed |
| 4 | Vermillion & White Wealth Management Group, LLC | $13.2M | 307,900 | Added |
| 5 | Beacon Capital Management, Inc. | $13.1M | 308,323 | Added |
| 6 | Greenwich Wealth Management LLC | $12.8M | 300,089 | Added |
| 7 | Janney Montgomery Scott LLC | $12.6M | 294,650 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 269,605 | Trimmed |
| 9 | SYKON CAPITAL LLC | $5.8M | 136,879 | New |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | $5.3M | 125,110 | Added |
| 11 | Oregon Pacific Wealth Management, LLC | $4.9M | 114,997 | Trimmed |
| 12 | Atria Investments, Inc | $4.4M | 102,464 | Trimmed |
| 13 | Belpointe Asset Management LLC | $3.5M | 83,177 | Trimmed |
| 14 | Bellars Harris Wealth Management, LLC | $3.4M | 80,755 | New |
| 15 | HighTower Advisors, LLC | $3.3M | 77,128 | Added |
| 16 | PUFF WEALTH MANAGEMENT, LLC | $2.8M | 65,724 | Added |
| 17 | Legacy Capital Group California, Inc. | $2.7M | 64,325 | Trimmed |
| 18 | World Investment Advisors | $2.1M | 59,956 | Hold |
| 19 | LPL Financial LLC | $1.9M | 44,140 | Added |
| 20 | BLUEDOOR PRIVATE WEALTH, LLC | $1.8M | 41,645 | Added |
| 21 | Latitude Advisors, LLC | $1.6M | 37,294 | Trimmed |
| 22 | Compound Planning, Inc. | $1.6M | 37,256 | Added |
| 23 | AE Wealth Management LLC | $1.5M | 35,362 | Trimmed |
| 24 | GeoWealth Management, LLC | $1.3M | 29,730 | Trimmed |
| 25 | Orion Porfolio Solutions, LLC | $1.2M | 28,049 | Trimmed |