| Astoria Portfolio Advisors LLC. |
| 7.12% | 7.03% | #1 | $42.2M | 1.7M | $33.0M | 1.3M | +369,091+28.16% | Add |
| Hobbs Group Advisors, LLC |
| 5.55% | 5.71% | #4 | $21.1M | 839,138 | $19.1M | 759,717 | +79,421+10.45% | Add |
| PUFF WEALTH MANAGEMENT, LLC |
| 7.05% | — | #2 | $6.9M | 275,328 | $0 | 0 | +275,328 | New Buy |
| Oregon Pacific Wealth Management, LLC |
| 6.3% | 7.05% | #3 | $6.7M | 267,164 | $6.8M | 268,683 | -1,519-0.57% | Reduce |
| Park Edge Advisors, LLC |
| 0.92% | 1% | #5 | $4.4M | 174,786 | $4.3M | 172,598 | +2,188+1.27% | Add |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.43% | 0.44% | #8 | $2.3M | 91,091 | $2.1M | 84,661 | +6,430+7.59% | Add |
| Latitude Advisors, LLC |
| 0.81% | 0.72% | #6 | $2.0M | 80,997 | $1.6M | 62,493 | +18,504+29.61% | Add |
| Sound Income Strategies, LLC |
| 0.08% | 0.01% | #12 | $1.8M | 72,504 | $157,631 | 6,273 | +66,231+1,055.81% | Add |
| World Investment Advisors |
| 0.02% | 0.02% | #15 | $1.4M | 55,917 | $1.4M | 55,917 | 00.00% | Unchanged |
| GeoWealth Management, LLC |
| 0.04% | 0.04% | #13 | $1.3M | 53,693 | $1.1M | 45,160 | +8,533+18.90% | Add |
| BLUEDOOR PRIVATE WEALTH, LLC |
| 0.54% | 0.6% | #7 | $1.3M | 51,114 | $1.3M | 51,114 | 00.00% | Unchanged |
| MIRAE ASSET SECURITIES (USA) INC. |
| 0.02% | 0.01% | #16 | $608,851 | 24,229 | $386,995 | 15,398 | +8,831+57.35% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.01% | <0.01% | #17 | $492,227 | 19,588 | $18,649 | 742 | +18,846+2,539.89% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #19 | $379,548 | 15,104 | $0 | 0 | +15,104 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #18 | $379,548 | 15,104 | $0 | 0 | +15,104 | New Buy |
| Onyx Bridge Wealth Group LLC |
| 0.03% | 0.03% | #14 | $356,379 | 14,182 | $238,133 | 9,475 | +4,707+49.68% | Add |
| Stillwater Private Wealth, LLC |
| 0.22% | — | #9 | $327,280 | 13,024 | $0 | 0 | +13,024 | New Buy |
| WealthTrak Capital Management LLC |
| 0.18% | — | #10 | $272,348 | 10,838 | $0 | 0 | +10,838 | New Buy |
| 4WEALTH ADVISORS, INC. |
| 0.16% | — | #11 | $214,702 | 8,525 | $0 | 0 | +8,525 | New Buy |