| 1 | Austin Wealth Management, LLC | $30.6M | 679,990 | Added |
| 2 | Integrated Wealth Concepts LLC | $14.9M | 326,617 | Added |
| 3 | ENTREWEALTH, LLC | $11.9M | 252,239 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 258,822 | Added |
| 5 | AE Wealth Management LLC | $6.2M | 135,675 | Trimmed |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $5.0M | 108,823 | Added |
| 7 | GROUP ONE TRADING LLC | $1.6M | 101,000 | Added |
| 8 | Lloyd Advisory Services, LLC. | $1.6M | 34,274 | Added |
| 9 | Financial Enhancement Group LLC | $1.5M | 32,796 | Trimmed |
| 10 | SIMPLEX TRADING, LLC | $727,995 | 43,100 | Trimmed |
| 11 | Manhattan West Asset Management, LLC | $656,510 | 14,371 | New |
| 12 | Noble Wealth Management PBC | $606,594 | 13,279 | Trimmed |
| 13 | Fiduciary Alliance LLC | $581,009 | 12,719 | Added |
| 14 | LPL Financial LLC | $570,095 | 12,480 | Added |
| 15 | IMC-Chicago, LLC | $566,212 | 35,300 | Trimmed |
| 16 | Elevated Capital Advisors, LLC | $549,180 | 12,022 | Trimmed |
| 17 | B.O.S.S. Retirement Advisors, LLC | $504,287 | 11,039 | Trimmed |
| 18 | HOWARD BAILEY SECURITIES, LLC | $477,854 | 10,461 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $347,173 | 7,600 | New |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $333,872 | 7,309 | Trimmed |
| 21 | Modern Wealth Management, LLC | $253,802 | 5,556 | Hold |
| 22 | Creative Planning | $252,477 | 5,527 | New |
| 23 | Integrated Wealth Management | $217,405 | 4,759 | New |
| 24 | Aptus Capital Advisors, LLC | $190,854 | 4,178 | Added |
| 25 | TOUNJIAN ADVISORY PARTNERS, LLC | $170,209 | 3,726 | New |