| 1 | PPSC Investment Service Corp | $687.9M | 2.5M | Added |
| 2 | Howard Capital Management Inc. | $382.8M | 1.4M | Added |
| 3 | Wealthstar Advisors, LLC | $40.7M | 150,441 | Added |
| 4 | SBI Securities Co., Ltd. | $32.9M | 121,374 | Trimmed |
| 5 | Traynor Capital Management, Inc. | $13.4M | 49,457 | Added |
| 6 | Gainplan LLC | $10.1M | 37,148 | New |
| 7 | Spire Wealth Management | $8.6M | 31,777 | Trimmed |
| 8 | J. Safra Sarasin Holding AG | $7.0M | 37,362 | Added |
| 9 | Blue Sky Capital Consultants Group, Inc. | $4.7M | 17,274 | Added |
| 10 | Blueprint Investment Partners LLC | $3.9M | 14,525 | New |
| 11 | Encompass More Asset Management | $3.0M | 11,227 | New |
| 12 | Discipline Wealth Solutions, LLC | $1.6M | 5,896 | Trimmed |
| 13 | Kelly Financial Services LLC | $1.5M | 5,553 | Added |
| 14 | CPR Investments Inc. | $1.2M | 4,507 | Added |
| 15 | Walleye Trading LLC | $1.2M | 4,500 | Hold |
| 16 | Wealth Management Nebraska | $1.1M | 3,902 | Trimmed |
| 17 | EverSource Wealth Advisors, LLC | $977,930 | 3,613 | Trimmed |
| 18 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $974,412 | 3,600 | Hold |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | $966,021 | 3,569 | New |
| 20 | Summit Financial Strategies, Inc. | $771,680 | 2,851 | Trimmed |
| 21 | Wallace Advisory Group, LLC | $755,169 | 2,790 | Added |
| 22 | Net Worth Advisory Group | $748,673 | 2,766 | Trimmed |
| 23 | Significant Wealth Partners LLC | $679,460 | 2,510 | Added |
| 24 | Millennium Capital Advisors, LLC | $657,581 | 2,429 | New |
| 25 | BXM Wealth LLC | $586,542 | 2,167 | Trimmed |