| 1 | Parkway Wealth Management Group, LLC | $36.9M | 622,495 | Trimmed |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $11.7M | 197,105 | Hold |
| 3 | Nilsine Partners, LLC | $10.6M | 179,139 | Added |
| 4 | Monument Capital Management | $4.4M | 73,883 | Trimmed |
| 5 | NewSquare Capital LLC | $4.2M | 70,509 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.9M | 48,696 | Added |
| 7 | Strategic Financial Partners, Ltd. | $2.4M | 41,073 | Added |
| 8 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1.4M | 23,232 | Added |
| 9 | DAVENPORT & Co LLC | $1.4M | 23,080 | Hold |
| 10 | Legacy Capital Group California, Inc. | $1.4M | 22,999 | Added |
| 11 | Providence First Trust Co | $785,582 | 13,261 | Added |
| 12 | INNEALTA CAPITAL, LLC | $630,551 | 10,644 | Hold |
| 13 | TRUST CO OF OKLAHOMA | $626,285 | 10,572 | Hold |
| 14 | Kestra Advisory Services, LLC | $570,205 | 9,625 | Added |
| 15 | Global Assets Advisory, LLC | $538,410 | 9,114 | Added |
| 16 | Arrow Investment Advisors, LLC | $436,777 | 7,373 | Hold |
| 17 | Concurrent Investment Advisors, LLC | $374,753 | 6,326 | Trimmed |
| 18 | CITIGROUP INC | $367,584 | 6,205 | Trimmed |
| 19 | SHAYNE & JACOBS, LLC | $353,841 | 5,973 | Hold |
| 20 | Cyndeo Wealth Partners, LLC | $353,713 | 5,971 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $349,831 | 5,905 | Trimmed |
| 22 | BFI Infinity Ltd. | $287,669 | 4,856 | Hold |
| 23 | Sovereign Financial Group, Inc. | $227,776 | 3,845 | New |
| 24 | Caprock Group, LLC | $220,669 | 3,725 | Trimmed |
| 25 | AlphaCentric Advisors LLC | $152,247 | 2,570 | Trimmed |