| 1 | Mutual Advisors, LLC | $3.0M | 102,273 | Added |
| 2 | Cetera Investment Advisers | $1.9M | 62,906 | Added |
| 3 | BLVD Private Wealth, LLC | $1.7M | 59,189 | Added |
| 4 | SYON CAPITAL LLC | $1.1M | 35,614 | Trimmed |
| 5 | COMPASS CAPITAL CORP /MA/ /ADV | $874,582 | 27,884 | Trimmed |
| 6 | IHT Wealth Management, LLC | $825,745 | 29,401 | Added |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $744,416 | 25,233 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $679,778 | 23,042 | Added |
| 9 | Pitti Group Wealth Management, LLC | $626,498 | 21,236 | Added |
| 10 | HARBOUR INVESTMENTS, INC. | $620,362 | 21,028 | Added |
| 11 | 3EDGE Asset Management, LP | $507,990 | 17,219 | New |
| 12 | CENTAURUS FINANCIAL, INC. | $407,000 | 13,786 | Hold |
| 13 | ARQ WEALTH ADVISORS, LLC | $387,387 | 13,131 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $349,000 | 11,817 | Hold |
| 15 | SIGNATUREFD, LLC | $319,208 | 10,820 | New |
| 16 | OPTIMA CAPITAL LLC | $238,698 | 8,091 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $221,734 | 7,516 | New |
| 18 | Capital Analysts, LLC | $166,000 | 5,611 | New |
| 19 | Farther Finance Advisors, LLC | $129,545 | 4,360 | Trimmed |
| 20 | Aptus Capital Advisors, LLC | $40,565 | 1,375 | New |
| 21 | GUARDIAN WEALTH ADVISORS, LLC / NC | $40,565 | 1,375 | New |
| 22 | IFP Advisors, Inc | $7,080 | 240 | Added |
| 23 | Sunbelt Securities, Inc. | $5,310 | 180 | Hold |
| 24 | UBS Group AG | $0 | 0 | Exited |
| 25 | Royal Bank of Canada | $0 | 0 | Exited |