| 1 | UPTICK PARTNERS, LLC | $18.2M | 517,058 | Trimmed |
| 2 | WealthPlan Investment Management, LLC | $6.7M | 189,820 | New |
| 3 | OxenFree Capital LLC | $6.1M | 169,012 | Added |
| 4 | Advyzon Investment Management, LLC | $5.1M | 145,588 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.7M | 49,726 | Added |
| 6 | Everhart Financial Group, Inc. | $1.2M | 33,367 | Trimmed |
| 7 | StoneX Group Inc. | $1.0M | 28,853 | Added |
| 8 | PARAGON CAPITAL MANAGEMENT INC | $859,793 | 24,471 | Added |
| 9 | GTS SECURITIES LLC | $813,656 | 23,158 | Added |
| 10 | Summit Financial, LLC | $773,838 | 22,025 | Trimmed |
| 11 | Merit Financial Group, LLC | $616,272 | 17,540 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $600,250 | 17,084 | Trimmed |
| 13 | Essex Financial Services, Inc. | $560,438 | 15,951 | Hold |
| 14 | Venture Visionary Partners LLC | $503,628 | 14,334 | Hold |
| 15 | HARBOUR INVESTMENTS, INC. | $422,125 | 12,014 | Added |
| 16 | CITADEL ADVISORS LLC | $375,103 | 10,676 | New |
| 17 | OSAIC HOLDINGS, INC. | $363,732 | 10,350 | Hold |
| 18 | MML INVESTORS SERVICES, LLC | $327,673 | 9,326 | Trimmed |
| 19 | Betterment LLC | $298,000 | 8,479 | New |
| 20 | Kestra Advisory Services, LLC | $276,946 | 7,882 | Hold |
| 21 | Farther Finance Advisors, LLC | $249,710 | 7,110 | Trimmed |
| 22 | Key Client Fiduciary Advisors, LLC | $249,460 | 7,100 | Hold |
| 23 | LPL Financial LLC | $242,082 | 6,890 | New |
| 24 | Chicago Partners Investment Group LLC | $211,363 | 5,859 | Hold |
| 25 | Rockefeller Capital Management L.P. | $127,520 | 3,629 | Added |