| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $323.0M | 6.4M | Trimmed |
| 2 | Carrera Capital Advisors | $142.2M | 2.8M | Added |
| 3 | TOTAL INVESTMENT MANAGEMENT INC | $89.6M | 1.8M | Trimmed |
| 4 | Tanager Wealth Management LLP | $73.6M | 1.5M | Trimmed |
| 5 | a16z Perennial Management, L.P. | $70.1M | 1.4M | Hold |
| 6 | BANK OF MONTREAL /CAN/ | $48.7M | 968,052 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $47.6M | 946,074 | Added |
| 8 | 3EDGE Asset Management, LP | $33.0M | 655,121 | Trimmed |
| 9 | Royal Bank of Canada | $31.7M | 629,578 | Added |
| 10 | JDM Financial Group LLC | $26.8M | 532,397 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $21.9M | 435,835 | Added |
| 12 | SILVER OAK SECURITIES, INCORPORATED | $19.5M | 386,643 | Added |
| 13 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.1M | 339,907 | Added |
| 14 | Advisors Preferred, LLC | $14.0M | 278,900 | Added |
| 15 | Focus Partners Wealth | $12.5M | 247,772 | Added |
| 16 | MORGAN STANLEY | $12.1M | 241,035 | Trimmed |
| 17 | CAMBIENT FAMILY OFFICE, LLC | $11.7M | 233,249 | Added |
| 18 | Signal Advisors Wealth, LLC | $10.9M | 216,858 | Trimmed |
| 19 | Encompass More Asset Management | $9.2M | 182,321 | Added |
| 20 | Stadion Money Management, LLC | $8.8M | 174,029 | Added |
| 21 | Laurel Wealth Advisors LLC | $8.1M | 161,855 | Added |
| 22 | Sigma Planning Corp | $7.9M | 156,840 | Added |
| 23 | Cetera Investment Advisers | $7.7M | 152,862 | Trimmed |
| 24 | eCIO, Inc. | $7.0M | 138,793 | Added |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $6.8M | 135,814 | Added |