| 1 | SBI Securities Co., Ltd. | $36.4M | 157,773 | Trimmed |
| 2 | Traynor Capital Management, Inc. | $17.1M | 74,282 | Trimmed |
| 3 | TRUE Private Wealth Advisors | $4.9M | 21,077 | Added |
| 4 | Grandview Asset Management LLC | $3.5M | 15,000 | Hold |
| 5 | Blue Sky Capital Consultants Group, Inc. | $2.8M | 12,028 | Trimmed |
| 6 | Sage Capital Management, LLC | $1.5M | 6,710 | Added |
| 7 | CPR Investments Inc. | $1.3M | 5,585 | New |
| 8 | Trinity Legacy Partners, LLC | $1.3M | 6,900 | Hold |
| 9 | Stonebridge Financial Group, LLC | $926,501 | 4,015 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $868,319 | 3,763 | Trimmed |
| 11 | Belpointe Asset Management LLC | $853,083 | 3,695 | New |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $849,428 | 3,681 | Trimmed |
| 13 | Retirement Planning Co of New England, Inc. | $811,821 | 3,518 | Trimmed |
| 14 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $756,893 | 3,280 | Hold |
| 15 | J. M. Brown & Associates Inc. | $754,825 | 3,271 | New |
| 16 | BURNEY CO/ | $745,182 | 3,229 | Hold |
| 17 | Main Street Group, LTD | $601,709 | 2,608 | Trimmed |
| 18 | Onyx Bridge Wealth Group LLC | $578,261 | 2,506 | Added |
| 19 | Kelly Financial Services LLC | $567,705 | 2,460 | Added |
| 20 | APS Management Group, Inc. | $556,776 | 2,412 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $522,000 | 2,258 | New |
| 22 | Westmount Partners, LLC | $508,088 | 2,202 | New |
| 23 | WEST MICHIGAN ADVISORS, LLC | $432,750 | 5,000 | Hold |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409,640 | 1,935 | New |
| 25 | J. Safra Sarasin Holding AG | $394,024 | 1,707 | New |