| 1 | CONGRESS ASSET MANAGEMENT CO | $8.4M | 43,408 | Added |
| 2 | Stonebridge Financial Group, LLC | $8.2M | 42,268 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $4.6M | 23,822 | Added |
| 4 | Gradient Investments LLC | $3.0M | 15,388 | Added |
| 5 | Cooper Financial Group | $1.2M | 6,388 | Added |
| 6 | Valeo Financial Advisors, LLC | $1.0M | 5,193 | Trimmed |
| 7 | GAMMA Investing LLC | $665,314 | 3,418 | Added |
| 8 | CoreCap Advisors, LLC | $345,799 | 1,777 | Trimmed |
| 9 | Lincoln Capital LLC | $323,038 | 1,660 | Added |
| 10 | Versant Capital Management, Inc | $207,554 | 1,066 | Trimmed |
| 11 | Grant Private Wealth Management Inc | $205,761 | 1,057 | Trimmed |
| 12 | SANDERS MORRIS HARRIS LLC | $204,383 | 1,050 | Hold |
| 13 | HARBOR INVESTMENT ADVISORY, LLC | $125,549 | 645 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $78,249 | 402 | Trimmed |
| 15 | Retirement Wealth Solutions LLC | $22,830 | 117 | Hold |
| 16 | CX Institutional | $10,000 | 53 | Trimmed |
| 17 | Cedar Mountain Advisors, LLC | $6,229 | 32 | Hold |
| 18 | Dogwood Wealth Management LLC | $3,309 | 17 | Hold |
| 19 | Roxbury Financial LLC | $973 | 5 | Hold |
| 20 | 3 FACTOR INDEXING, LLC | $390 | 2 | Hold |
| 21 | Miller Global Investments, LLC | $195 | 1 | New |
| 22 | Strategic Investment Solutions, Inc. /IL | $0 | 0 | Exited |
| 23 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |