| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $392.5M | 7.8M | Added |
| 2 | Q3 Asset Management | $272.5M | 5.4M | New |
| 3 | Carrera Capital Advisors | $150.8M | 3.0M | Added |
| 4 | BANK OF MONTREAL /CAN/ | $63.0M | 1.3M | Added |
| 5 | TOTAL INVESTMENT MANAGEMENT INC | $55.4M | 1.1M | Trimmed |
| 6 | Tanager Wealth Management LLP | $48.8M | 970,303 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $44.5M | 885,367 | Trimmed |
| 8 | Royal Bank of Canada | $35.3M | 702,433 | Added |
| 9 | Pasadena Private Wealth, LLC | $30.8M | 612,547 | New |
| 10 | Focus Partners Wealth | $27.3M | 542,920 | Added |
| 11 | JDM Financial Group LLC | $25.1M | 498,806 | Trimmed |
| 12 | GOLDMAN SACHS GROUP INC | $21.1M | 419,644 | Trimmed |
| 13 | Advisors Preferred, LLC | $19.0M | 378,300 | Added |
| 14 | Ameritas Advisory Services, LLC | $18.9M | 375,690 | Added |
| 15 | SILVER OAK SECURITIES, INCORPORATED | $17.5M | 348,553 | Trimmed |
| 16 | Signal Advisors Wealth, LLC | $15.5M | 308,141 | Added |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | $15.2M | 301,901 | Trimmed |
| 18 | Diversify Advisory Services, LLC | $14.8M | 294,518 | New |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $14.8M | 294,518 | Added |
| 20 | CAMBIENT FAMILY OFFICE, LLC | $10.5M | 209,507 | Trimmed |
| 21 | Encompass More Asset Management | $10.2M | 203,535 | Added |
| 22 | eCIO, Inc. | $9.1M | 180,392 | Added |
| 23 | Fairlight Advisors | $9.1M | 180,178 | New |
| 24 | Stadion Money Management, LLC | $8.8M | 174,729 | Added |
| 25 | Laurel Wealth Advisors LLC | $8.4M | 166,800 | Added |