| 1 | Astoria Portfolio Advisors LLC. | $30.7M | 1.4M | Added |
| 2 | First National Advisers, LLC | $4.7M | 219,280 | Trimmed |
| 3 | Oregon Pacific Wealth Management, LLC | $3.6M | 167,823 | Trimmed |
| 4 | PUFF WEALTH MANAGEMENT, LLC | $3.3M | 156,787 | Added |
| 5 | Ashton Thomas Private Wealth, LLC | $1.7M | 79,943 | Added |
| 6 | Latitude Advisors, LLC | $1.7M | 78,650 | Added |
| 7 | 4WEALTH ADVISORS, INC. | $1.5M | 72,281 | Added |
| 8 | Onyx Bridge Wealth Group LLC | $1.5M | 69,017 | Added |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 62,672 | New |
| 10 | FSA WEALTH PARTNERS, INC. | $871,254 | 40,927 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $821,383 | 39,141 | Added |
| 12 | Sound Income Strategies, LLC | $729,450 | 34,266 | Added |
| 13 | BLUEDOOR PRIVATE WEALTH, LLC | $649,518 | 30,511 | Added |
| 14 | WADDELL & ASSOCIATES, LLC | $640,726 | 30,098 | Hold |
| 15 | WOODWARD DIVERSIFIED CAPITAL, LLC | $402,109 | 18,889 | Trimmed |
| 16 | Bison Wealth, LLC | $391,762 | 18,445 | Trimmed |
| 17 | Belpointe Asset Management LLC | $362,449 | 17,026 | Trimmed |
| 18 | GeoWealth Management, LLC | $343,929 | 16,156 | Added |
| 19 | REAP Financial Group, LLC | $247,528 | 11,628 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $239,610 | 11,256 | Trimmed |
| 21 | Clark Asset Management, LLC | $239,384 | 11,245 | Hold |
| 22 | NBC SECURITIES, INC. | $31,399 | 1,475 | New |
| 23 | EVOLUTION WEALTH MANAGEMENT INC. | $16,392 | 770 | Hold |
| 24 | Bogart Wealth, LLC | $8,515 | 400 | Hold |
| 25 | Root Financial Partners, LLC | $0 | 0 | Exited |