| 1 | Checchi Capital Advisers, LLC | $16.5M | 618,247 | Trimmed |
| 2 | Walkner Condon Financial Advisors LLC | $7.3M | 274,306 | Added |
| 3 | LAM GROUP, INC. | $7.1M | 264,206 | Added |
| 4 | BLVD Private Wealth, LLC | $5.9M | 221,479 | Added |
| 5 | DMC Group, LLC | $5.3M | 199,152 | Added |
| 6 | Clarity Asset Management, Inc. | $3.6M | 133,731 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 123,852 | Added |
| 8 | CFG Wealth Management Services, Inc. | $3.1M | 113,466 | Hold |
| 9 | Patriot Financial Group Insurance Agency, LLC | $2.7M | 102,347 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 99,478 | Added |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $2.3M | 86,641 | Trimmed |
| 12 | STUDIO INVESTMENT MANAGEMENT LLC | $2.0M | 76,055 | Added |
| 13 | Park Edge Advisors, LLC | $1.3M | 47,048 | Trimmed |
| 14 | Legacy Wealth Asset Management, LLC | $818,069 | 30,582 | Added |
| 15 | Belpointe Asset Management LLC | $697,613 | 26,079 | Trimmed |
| 16 | NerdWallet Wealth Partners, LLC | $626,512 | 23,421 | Added |
| 17 | Lunt Capital Management, Inc. | $615,785 | 23,020 | Added |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | $498,861 | 18,649 | Added |
| 19 | Financial Management Professionals, Inc. | $393,954 | 14,726 | Trimmed |
| 20 | FIDUCIARY FINANCIAL GROUP, LLC | $328,544 | 12,282 | Hold |
| 21 | Martin Capital Partners, LLC | $257,656 | 9,632 | Trimmed |
| 22 | LFA - Lugano Financial Advisors SA | $183,612 | 7,271 | Hold |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $27,719 | 1,036 | Added |
| 24 | ASSETMARK, INC | $11,770 | 440 | Added |
| 25 | Elevated Capital Advisors, LLC | $4,237 | 158 | Hold |