| 1 | Gradient Investments LLC | $13.6M | 48,527 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $3.6M | 12,752 | Added |
| 3 | Czech National Bank | $3.1M | 11,216 | Added |
| 4 | Byrne Asset Management LLC | $1.2M | 4,401 | Trimmed |
| 5 | CX Institutional | $1.1M | 4,093 | Added |
| 6 | GAMMA Investing LLC | $855,344 | 3,056 | Trimmed |
| 7 | Bangor Savings Bank | $795,447 | 2,842 | Trimmed |
| 8 | BRAVE ASSET MANAGEMENT INC | $443,066 | 1,583 | Hold |
| 9 | Mirador Capital Partners LP | $387,390 | 1,384 | Added |
| 10 | MOODY NATIONAL BANK TRUST DIVISION | $255,540 | 913 | Trimmed |
| 11 | Apella Capital, LLC | $226,990 | 784 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $157,018 | 561 | Trimmed |
| 13 | Hilltop National Bank | $108,038 | 386 | Hold |
| 14 | Versant Capital Management, Inc | $50,660 | 181 | Trimmed |
| 15 | Beaird Harris Wealth Management, LLC | $34,987 | 125 | Hold |
| 16 | CoreCap Advisors, LLC | $21,896 | 78 | Trimmed |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $12,875 | 46 | Added |
| 18 | Grove Bank & Trust | $1,679 | 6 | Hold |
| 19 | Arlington Trust Co LLC | $560 | 2 | Hold |
| 20 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $559 | 2 | Hold |
| 21 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 22 | TrueWealth Advisors, LLC | $0 | 0 | Exited |
| 23 | ECLECTIC ASSOCIATES INC /ADV | $0 | 0 | Exited |
| 24 | Dogwood Wealth Management LLC | $0 | 0 | Exited |
| 25 | Martin Capital Partners, LLC | $0 | 0 | Exited |