| 1 | Astoria Portfolio Advisors LLC. | $28.4M | 1.3M | Added |
| 2 | Hobbs Group Advisors, LLC | $17.0M | 817,844 | Added |
| 3 | First National Advisers, LLC | $4.9M | 236,350 | New |
| 4 | Janney Montgomery Scott LLC | $4.2M | 204,256 | Trimmed |
| 5 | Vermillion & White Wealth Management Group, LLC | $4.1M | 196,472 | Added |
| 6 | Oregon Pacific Wealth Management, LLC | $3.6M | 172,301 | Added |
| 7 | LPL Financial LLC | $3.4M | 161,999 | Added |
| 8 | BlackDiamond Wealth Management, LLC | $1.6M | 78,146 | Added |
| 9 | Latitude Advisors, LLC | $1.6M | 77,446 | Added |
| 10 | Cascades Capital Asset Management, LLC | $1.6M | 74,826 | Added |
| 11 | SILVERLAKE WEALTH MANAGEMENT LLC | $1.5M | 73,213 | Added |
| 12 | 4WEALTH ADVISORS, INC. | $1.4M | 69,199 | Added |
| 13 | Onyx Bridge Wealth Group LLC | $1.3M | 64,142 | Added |
| 14 | Ashton Thomas Private Wealth, LLC | $1.0M | 48,735 | New |
| 15 | Orion Porfolio Solutions, LLC | $895,737 | 43,068 | Trimmed |
| 16 | FSA WEALTH PARTNERS, INC. | $863,799 | 41,532 | Trimmed |
| 17 | World Investment Advisors | $826,134 | 39,721 | Added |
| 18 | Ellis Investment Partners, LLC | $649,556 | 31,231 | Trimmed |
| 19 | Belpointe Asset Management LLC | $631,148 | 30,346 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $626,510 | 30,123 | Trimmed |
| 21 | WADDELL & ASSOCIATES, LLC | $625,990 | 30,098 | Hold |
| 22 | Strait & Sound Wealth Management LLC | $605,784 | 29,126 | Trimmed |
| 23 | BLUEDOOR PRIVATE WEALTH, LLC | $577,405 | 27,762 | Added |
| 24 | CITADEL ADVISORS LLC | $555,047 | 26,687 | New |
| 25 | Bison Wealth, LLC | $434,888 | 19,551 | Trimmed |