| 1 | Geneos Wealth Management Inc. | $11.0M | 307,579 | Trimmed |
| 2 | Lunt Capital Management, Inc. | $10.3M | 289,189 | Added |
| 3 | LPL Financial LLC | $4.5M | 125,196 | Trimmed |
| 4 | Soltis Investment Advisors LLC | $4.4M | 124,689 | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $2.2M | 60,427 | Trimmed |
| 6 | GeoWealth Management, LLC | $860,535 | 24,127 | Trimmed |
| 7 | MORGAN STANLEY | $540,411 | 15,151 | Trimmed |
| 8 | Kraft, Davis & Associates, LLC | $459,123 | 12,172 | Hold |
| 9 | Farther Finance Advisors, LLC | $357,740 | 10,002 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $343,116 | 9,620 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $319,718 | 8,964 | New |
| 12 | HARBOUR INVESTMENTS, INC. | $293,822 | 8,237 | Added |
| 13 | Wealth Advisory Solutions, LLC | $276,490 | 7,752 | Hold |
| 14 | Atria Investments, Inc | $259,049 | 7,263 | Added |
| 15 | STIFEL FINANCIAL CORP | $244,854 | 6,865 | Added |
| 16 | United Advisor Group, LLC | $217,283 | 6,092 | Trimmed |
| 17 | CWM, LLC | $203,052 | 5,693 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $104,461 | 2,928 | Trimmed |
| 19 | Western Wealth Management, LLC | $26,555 | 745 | New |
| 20 | UBS Group AG | $17,227 | 483 | Added |
| 21 | Steward Partners Investment Advisory, LLC | $6,835 | 192 | Hold |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5,207 | 146 | Hold |
| 23 | Parallel Advisors, LLC | $3,567 | 100 | New |
| 24 | Marshall & Sterling Wealth Advisors Inc. | $1,111 | 31 | Trimmed |
| 25 | Royal Bank of Canada | $0 | 0 | Exited |