| 1 | Checchi Capital Advisers, LLC | $31.4M | 1.4M | Added |
| 2 | TECTONIC ADVISORS LLC | $16.1M | 744,825 | Hold |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $15.1M | 697,184 | Trimmed |
| 4 | LEUTHOLD GROUP, LLC | $11.5M | 531,295 | Trimmed |
| 5 | Walkner Condon Financial Advisors LLC | $10.7M | 494,885 | Added |
| 6 | CITIGROUP INC | $10.1M | 466,784 | Added |
| 7 | Net Worth Advisory Group | $8.3M | 384,335 | Trimmed |
| 8 | Ackerman Capital Advisors, LLC | $6.9M | 320,396 | Trimmed |
| 9 | Upper Left Wealth Management, LLC | $6.6M | 306,718 | Trimmed |
| 10 | NewSquare Capital LLC | $5.1M | 235,237 | Added |
| 11 | ASSETMARK, INC | $5.1M | 233,512 | Added |
| 12 | Baron Financial Group, LLC | $3.6M | 164,521 | Added |
| 13 | Redhawk Wealth Advisors, Inc. | $2.5M | 113,499 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 93,520 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $2.0M | 92,550 | Added |
| 16 | Auour Investments LLC | $1.7M | 79,757 | Added |
| 17 | CFG Wealth Management Services, Inc. | $1.7M | 74,567 | Hold |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.2M | 55,618 | Trimmed |
| 19 | Family CFO Inc | $776,903 | 35,835 | Trimmed |
| 20 | Legacy Wealth Asset Management, LLC | $763,374 | 35,211 | Added |
| 21 | Fifth Third Securities, Inc. | $737,207 | 34,004 | Added |
| 22 | Vontobel Holding Ltd. | $675,224 | 31,145 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $662,649 | 30,565 | Added |
| 24 | RFG Advisory, LLC | $650,868 | 30,022 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $626,000 | 28,912 | Added |