| 1 | Marotta Asset Management | $11.0M | 264,424 | Trimmed |
| 2 | Arlington Capital Management, Inc. | $6.4M | 151,523 | Trimmed |
| 3 | Monument Capital Management | $5.1M | 119,687 | Trimmed |
| 4 | Sepio Capital, LP | $2.7M | 64,776 | Added |
| 5 | Financial & Tax Architects, LLC | $2.3M | 53,526 | New |
| 6 | EverSource Wealth Advisors, LLC | $1.3M | 30,799 | Added |
| 7 | Synergy Asset Management, LLC | $1.2M | 29,225 | New |
| 8 | Providence First Trust Co | $1.0M | 24,746 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $858,000 | 20,294 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $798,108 | 18,810 | New |
| 11 | Avior Wealth Management, LLC | $777,021 | 18,358 | New |
| 12 | BFI Infinity Ltd. | $455,205 | 10,755 | Hold |
| 13 | GHP Investment Advisors, Inc. | $390,019 | 9,215 | Hold |
| 14 | Cyndeo Wealth Partners, LLC | $370,664 | 8,758 | Trimmed |
| 15 | Roan Capital Partners | $303,682 | 7,175 | New |
| 16 | Sunpointe, LLC | $262,500 | 6,202 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $230,989 | 5,458 | Trimmed |
| 18 | ANGELES WEALTH MANAGEMENT, LLC | $224,746 | 5,310 | Hold |
| 19 | AlphaCentric Advisors LLC | $156,814 | 3,705 | Trimmed |
| 20 | GFS Advisors, LLC | $37,542 | 25,000 | New |
| 21 | IFP Advisors, Inc | $17,650 | 417 | Hold |
| 22 | Triumph Capital Management | $4,232 | 100 | Hold |
| 23 | CoreCap Advisors, LLC | $1,656 | 39 | Trimmed |