| 1 | LEUTHOLD GROUP, LLC | $26.3M | 3.0M | Trimmed |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.5M | 1.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 529,597 | Trimmed |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $2.6M | 304,253 | Added |
| 5 | Wise Wealth Partners | $2.6M | 298,975 | New |
| 6 | Cushing Capital Partners, LLC | $1.5M | 178,621 | Added |
| 7 | CHOREO, LLC | $1.3M | 153,674 | Trimmed |
| 8 | Maltin Wealth Management, Inc. | $1.1M | 124,831 | Added |
| 9 | 4WEALTH ADVISORS, INC. | $701,049 | 80,212 | Trimmed |
| 10 | Resonant Capital Advisors, LLC | $446,306 | 51,477 | Hold |
| 11 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $362,807 | 41,846 | Trimmed |
| 12 | Daytona Street Capital LLC | $333,680 | 38,800 | New |
| 13 | ASPIRIANT, LLC | $258,279 | 29,790 | Hold |
| 14 | HARMONY ASSET MANAGEMENT LLC | $229,659 | 26,489 | Trimmed |
| 15 | MOULTON WEALTH MANAGEMENT, INC | $216,618 | 25,014 | New |
| 16 | Belpointe Asset Management LLC | $174,360 | 20,110 | Hold |
| 17 | A. D. Beadell Investment Counsel, Inc. | $173,000 | 20,000 | Hold |
| 18 | VIMA LLC | $146,436 | 16,890 | New |
| 19 | Cornerstone Wealth Management, LLC | $95,370 | 11,000 | Hold |
| 20 | Mirae Asset Global Investments Co., Ltd. | $86,700 | 10,000 | Trimmed |
| 21 | Spire Wealth Management | $8,469 | 977 | Added |
| 22 | SBI Securities Co., Ltd. | $7,300 | 842 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $4,335 | 500 | New |
| 24 | Galvin, Gaustad & Stein, LLC | $0 | 0 | Exited |
| 25 | Rockport Wealth LLC | $0 | 0 | Exited |