| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $14.9M | 566,706 | Trimmed |
| 2 | Belpointe Asset Management LLC | $13.6M | 519,902 | Added |
| 3 | Chicago Partners Investment Group LLC | $10.6M | 372,401 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 267,480 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $6.4M | 245,131 | Added |
| 6 | Private Advisor Group, LLC | $5.6M | 211,623 | Added |
| 7 | Sigma Planning Corp | $3.3M | 123,870 | New |
| 8 | TRUE Private Wealth Advisors | $3.1M | 116,527 | Added |
| 9 | IFP Advisors, Inc | $3.0M | 113,406 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $1.7M | 64,061 | Added |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 59,163 | New |
| 12 | Independent Wealth Network Inc. | $1.3M | 48,562 | Trimmed |
| 13 | Trek Financial, LLC | $1.2M | 46,084 | Added |
| 14 | Concurrent Investment Advisors, LLC | $1.2M | 45,334 | New |
| 15 | Measured Risk Portfolios, Inc. | $1.2M | 44,628 | Added |
| 16 | Clear Creek Financial Management, LLC | $1.2M | 44,148 | Added |
| 17 | Hibernia Wealth Partners, LLC | $1.1M | 42,568 | Hold |
| 18 | Strategic Blueprint, LLC | $1.0M | 39,003 | Added |
| 19 | Millennium Capital Advisors, LLC | $744,919 | 28,389 | Added |
| 20 | Arkadios Wealth Advisors | $645,012 | 24,581 | New |
| 21 | OLD MISSION CAPITAL LLC | $588,668 | 22,434 | New |
| 22 | Kingsview Wealth Management, LLC | $493,968 | 18,825 | New |
| 23 | Redhawk Wealth Advisors, Inc. | $452,744 | 17,254 | New |
| 24 | Meridian Wealth Management, LLC | $387,565 | 14,770 | New |
| 25 | JANE STREET GROUP, LLC | $278,328 | 10,607 | Trimmed |