| 1 | Nilsine Partners, LLC | $9.6M | 79,749 | Added |
| 2 | CoreCap Advisors, LLC | $5.5M | 45,170 | Added |
| 3 | Monument Capital Management | $4.3M | 35,542 | Trimmed |
| 4 | NewSquare Capital LLC | $3.9M | 32,532 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 30,535 | Added |
| 6 | Swiss Life Asset Management Ltd | $3.2M | 26,167 | Trimmed |
| 7 | Sepio Capital, LP | $2.2M | 18,557 | Added |
| 8 | DAVENPORT & Co LLC | $1.5M | 12,755 | Hold |
| 9 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1.3M | 11,104 | Added |
| 10 | Legacy Capital Group California, Inc. | $1.3M | 10,997 | Added |
| 11 | BigSur Wealth Management LLC | $1.0M | 8,400 | Added |
| 12 | Kestra Advisory Services, LLC | $1.0M | 8,389 | Trimmed |
| 13 | RVW Wealth, LLC | $966,646 | 8,008 | Trimmed |
| 14 | TD Waterhouse Canada Inc. | $921,382 | 7,637 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $802,000 | 6,642 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $686,135 | 5,684 | Trimmed |
| 17 | Castle Rock Wealth Management, LLC | $686,093 | 5,689 | Hold |
| 18 | Beaumont Financial Advisors, LLC | $669,941 | 5,550 | Hold |
| 19 | TRUST CO OF OKLAHOMA | $607,896 | 5,036 | Hold |
| 20 | Analyst IMS Investment Management Services Ltd. | $602,000 | 4,990 | Added |
| 21 | CX Institutional | $578,000 | 4,792 | Added |
| 22 | Rinkey Investments | $539,453 | 4,469 | Added |
| 23 | Arrow Investment Advisors, LLC | $535,349 | 4,435 | Trimmed |
| 24 | Evolution Wealth Advisors, LLC | $522,674 | 4,330 | Hold |
| 25 | Wealth Care LLC | $499,856 | 4,141 | Added |