| 1 | STRAIGHTLINE GROUP LLC | $51.4M | 1.0M | Added |
| 2 | Nemes Rush Group LLC | $16.8M | 343,532 | Added |
| 3 | AE Wealth Management LLC | $9.1M | 185,320 | Added |
| 4 | Dynamic Advisor Solutions LLC | $5.7M | 116,969 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $5.7M | 115,439 | Added |
| 6 | Ausdal Financial Partners, Inc. | $4.6M | 93,523 | Trimmed |
| 7 | Advyzon Investment Management, LLC | $4.5M | 91,166 | Trimmed |
| 8 | WESPAC Advisors SoCal, LLC | $3.8M | 77,413 | Added |
| 9 | Meridian Wealth Management, LLC | $3.7M | 75,984 | Added |
| 10 | Inspire Advisors, LLC | $2.8M | 57,544 | Added |
| 11 | Oliver Luxxe Assets LLC | $2.5M | 50,520 | Trimmed |
| 12 | Lido Advisors, LLC | $2.4M | 49,415 | Added |
| 13 | Strait & Sound Wealth Management LLC | $2.1M | 42,959 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $1.8M | 36,126 | New |
| 15 | PARTNERS WEALTH MANAGEMENT, LLC | $1.6M | 32,468 | Added |
| 16 | FSA Investment Group, LLC | $1.5M | 31,434 | Added |
| 17 | Barnes Wealth Management Group, Inc | $1.5M | 30,128 | Added |
| 18 | JANE STREET GROUP, LLC | $1.4M | 28,031 | Added |
| 19 | Wealthcare Advisory Partners LLC | $1.1M | 23,248 | Trimmed |
| 20 | Tower Research Capital LLC (TRC) | $1.0M | 20,829 | New |
| 21 | NewEdge Advisors, LLC | $988,739 | 20,166 | Added |
| 22 | Maridea Wealth Management LLC | $947,678 | 19,329 | Trimmed |
| 23 | Capital Advisor Network LLC | $756,876 | 15,437 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $712,014 | 14,522 | New |
| 25 | Belpointe Asset Management LLC | $698,212 | 14,240 | Added |