| 1 | Chicago Partners Investment Group LLC | $10.4M | 152,000 | New |
| 2 | Gainplan LLC | $5.8M | 77,000 | New |
| 3 | Physician Wealth Advisors, Inc. | $3.2M | 42,581 | Hold |
| 4 | Encompass More Asset Management | $3.0M | 40,316 | New |
| 5 | Viewpoint Capital Management LLC | $2.1M | 27,800 | Hold |
| 6 | Blue Sky Capital Consultants Group, Inc. | $1.3M | 17,836 | Trimmed |
| 7 | Discipline Wealth Solutions, LLC | $1.1M | 14,058 | New |
| 8 | Retirement Planning Co of New England, Inc. | $1.0M | 13,896 | Trimmed |
| 9 | FOUNDERS FINANCIAL SECURITIES LLC | $1.0M | 13,617 | New |
| 10 | Significant Wealth Partners LLC | $860,836 | 11,461 | Added |
| 11 | CPR Investments Inc. | $793,485 | 10,564 | New |
| 12 | Belvedere Trading LLC | $590,139 | 7,857 | Trimmed |
| 13 | Integras Partners LLC | $372,387 | 4,958 | Added |
| 14 | Ashton Thomas Private Wealth, LLC | $349,446 | 4,652 | New |
| 15 | McGuire Investment Group, LLC | $339,873 | 4,525 | Trimmed |
| 16 | Verdence Capital Advisors LLC | $324,958 | 4,326 | Trimmed |
| 17 | WASHINGTON GROWTH STRATEGIES LLC | $312,233 | 4,157 | New |
| 18 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $311,079 | 4,142 | New |
| 19 | SBI Securities Co., Ltd. | $299,614 | 3,989 | Trimmed |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $295,633 | 3,936 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259,732 | 3,632 | New |
| 22 | Miracle Mile Advisors, LLC | $255,374 | 3,400 | New |
| 23 | J. Safra Sarasin Holding AG | $244,931 | 3,260 | New |
| 24 | Belpointe Asset Management LLC | $238,399 | 3,174 | New |
| 25 | GREAT OAK CAPITAL PARTNERS, LLC | $219,121 | 3,143 | New |