| 1 | STAR Financial Bank | $11.2M | 551,112 | Added |
| 2 | Prospera Financial Services Inc | $5.8M | 287,744 | Trimmed |
| 3 | Platform Technology Partners | $1.9M | 94,307 | Added |
| 4 | Kestra Advisory Services, LLC | $1.7M | 85,910 | New |
| 5 | FIRST TRUST ADVISORS LP | $1.4M | 67,790 | Hold |
| 6 | Farther Finance Advisors, LLC | $1.3M | 63,228 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $1.1M | 55,744 | Added |
| 8 | INSPIRION WEALTH ADVISORS, LLC | $616,288 | 30,359 | Trimmed |
| 9 | Belpointe Asset Management LLC | $568,550 | 28,007 | Added |
| 10 | FLOW TRADERS U.S. LLC | $468,000 | 23,056 | Trimmed |
| 11 | Fearless Solutions, LLC dba Best Invest | $444,814 | 21,912 | Added |
| 12 | JANE STREET GROUP, LLC | $275,430 | 13,568 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $266,630 | 13,134 | New |
| 14 | United Advisor Group, LLC | $200,492 | 9,876 | New |
| 15 | Ashton Thomas Private Wealth, LLC | $199,305 | 9,818 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $101,935 | 5,020 | Added |
| 17 | Financial Network Wealth Advisors LLC | $69,552 | 3,426 | Added |
| 18 | Geneos Wealth Management Inc. | $60,900 | 3,000 | Hold |
| 19 | HARBOUR INVESTMENTS, INC. | $19,650 | 968 | Trimmed |
| 20 | Rossby Financial, LCC | $995 | 49 | New |
| 21 | UBS Group AG | $244 | 12 | Trimmed |
| 22 | Integrated Advisors Network LLC | $0 | 0 | Exited |
| 23 | Bank of Jackson Hole Trust | $0 | 0 | Exited |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $0 | 0 | Exited |