| 1 | Astoria Portfolio Advisors LLC. | $46.5M | 1.4M | Added |
| 2 | Hobbs Group Advisors, LLC | $30.3M | 1.1M | Added |
| 3 | Vermillion & White Wealth Management Group, LLC | $15.7M | 545,186 | Added |
| 4 | Oregon Pacific Wealth Management, LLC | $8.8M | 304,450 | Added |
| 5 | SILVERLAKE WEALTH MANAGEMENT LLC | $2.2M | 75,489 | Added |
| 6 | World Investment Advisors | $2.0M | 68,858 | Added |
| 7 | Latitude Advisors, LLC | $1.2M | 40,621 | Added |
| 8 | GeoWealth Management, LLC | $1.1M | 38,730 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.0M | 35,508 | New |
| 10 | BLUEDOOR PRIVATE WEALTH, LLC | $978,048 | 33,981 | Trimmed |
| 11 | Onyx Bridge Wealth Group LLC | $525,736 | 18,266 | Added |
| 12 | Sound Income Strategies, LLC | $310,409 | 10,638 | New |
| 13 | WealthTrak Capital Management LLC | $213,506 | 7,418 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $200,727 | 6,974 | New |
| 15 | Ashton Thomas Private Wealth, LLC | $143,710 | 4,993 | New |
| 16 | Medallion Wealth Advisors, LLC | $118,496 | 4,117 | Hold |
| 17 | JPMORGAN CHASE & CO | $25,637 | 923 | New |
| 18 | MORGAN STANLEY | $17,269 | 600 | New |
| 19 | UBS Group AG | $1,756 | 61 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 21 | AMERIPRISE FINANCIAL INC | $0 | 0 | Exited |
| 22 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |