| 1 | CITIGROUP INC | $34.8M | 318,604 | Added |
| 2 | ADAMSBROWN WEALTH CONSULTANTS LLC | $16.9M | 154,114 | Added |
| 3 | Rye Brook Capital LLC | $7.4M | 67,330 | New |
| 4 | WT Wealth Management | $5.9M | 53,786 | Added |
| 5 | Fluent Financial, LLC | $4.3M | 38,992 | New |
| 6 | AAFMAA Wealth Management & Trust LLC | $2.7M | 24,721 | Added |
| 7 | Cassady Wealth & Retirement Planning, LLC | $2.1M | 18,863 | Added |
| 8 | Fisher Asset Management, LLC | $1.6M | 14,624 | Trimmed |
| 9 | Avior Wealth Management, LLC | $1.3M | 11,592 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 10,821 | Trimmed |
| 11 | ARQ WEALTH ADVISORS, LLC | $1.2M | 10,674 | Added |
| 12 | Belpointe Asset Management LLC | $1.1M | 10,229 | Added |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $1.0M | 9,553 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $938,000 | 8,578 | Added |
| 15 | OPPENHEIMER & CO INC | $820,234 | 7,501 | Trimmed |
| 16 | LEUTHOLD GROUP, LLC | $776,057 | 7,097 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $705,571 | 6,452 | Trimmed |
| 18 | WARNER FINANCIAL, INC | $628,213 | 5,745 | Added |
| 19 | Telos Capital Management, Inc. | $611,486 | 5,592 | Trimmed |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $587,545 | 5,373 | Added |
| 21 | Cherry Creek Investment Advisors, Inc. | $575,875 | 5,266 | Trimmed |
| 22 | Hudock, Inc. | $531,907 | 4,864 | Added |
| 23 | Fortis Capital Advisors, LLC | $517,335 | 4,731 | New |
| 24 | Investment Partners Asset Management, Inc. | $446,695 | 4,085 | Hold |
| 25 | Mirae Asset Global Investments Co., Ltd. | $418,811 | 3,830 | New |