| 1 | Spectrum Financial Alliance Ltd LLC | $7.6M | 108,810 | Added |
| 2 | R2 Capital Strategies, LLC | $2.9M | 40,954 | New |
| 3 | Encompass More Asset Management | $2.8M | 39,283 | New |
| 4 | Canal Capital Management, LLC | $1.3M | 18,207 | Added |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | $1.1M | 15,320 | Hold |
| 6 | Discipline Wealth Solutions, LLC | $905,751 | 12,923 | New |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $878,438 | 12,533 | New |
| 8 | Koshinski Asset Management, Inc. | $831,104 | 11,858 | Trimmed |
| 9 | Innova Wealth Partners | $730,319 | 10,420 | Trimmed |
| 10 | Provident Wealth Management, LLC | $662,280 | 9,449 | Hold |
| 11 | CPR Investments Inc. | $614,200 | 8,763 | New |
| 12 | Significant Wealth Partners LLC | $603,966 | 8,617 | Added |
| 13 | Ashton Thomas Private Wealth, LLC | $325,006 | 4,637 | Added |
| 14 | Daviman Financial, LLC | $276,785 | 3,949 | Trimmed |
| 15 | Kaizen Financial Strategies | $270,155 | 3,850 | New |
| 16 | Spire Wealth Management | $251,853 | 3,593 | Added |
| 17 | EverSource Wealth Advisors, LLC | $205,360 | 2,930 | Added |
| 18 | TOTH FINANCIAL ADVISORY CORP | $189,243 | 2,700 | Trimmed |
| 19 | SBI Securities Co., Ltd. | $75,277 | 1,074 | Trimmed |
| 20 | AE Wealth Management LLC | $73,805 | 1,053 | Added |
| 21 | Farther Finance Advisors, LLC | $25,232 | 360 | Hold |
| 22 | Strive Financial Group ,LLC | $5,257 | 75 | New |
| 23 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 24 | Vermillion Wealth Management, Inc. | $0 | 0 | Exited |
| 25 | Golden State Equity Partners | $0 | 0 | Exited |