| 1 | Sound Income Strategies, LLC | $41.5M | 2.1M | Trimmed |
| 2 | ASSETMARK, INC | $14.5M | 720,015 | Trimmed |
| 3 | Hennion & Walsh Asset Management, Inc. | $5.6M | 279,294 | Added |
| 4 | AE Wealth Management LLC | $4.3M | 215,957 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.1M | 204,156 | Added |
| 6 | Sonoma Allocations LLC | $2.5M | 124,658 | Added |
| 7 | Ferguson Shapiro LLC | $1.7M | 82,456 | New |
| 8 | OPPENHEIMER & CO INC | $1.6M | 79,434 | Added |
| 9 | Whitcomb & Hess, Inc. | $1.5M | 76,716 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.4M | 69,122 | Added |
| 11 | Belpointe Asset Management LLC | $1.3M | 65,045 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $1.0M | 51,863 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $940,888 | 46,787 | Trimmed |
| 14 | Acorn Wealth Advisors, LLC | $931,867 | 46,339 | Added |
| 15 | Sage Advisory Services, Ltd.Co. | $891,000 | 44,310 | Hold |
| 16 | Focus Financial Network, Inc. | $869,697 | 43,247 | Added |
| 17 | INTEGRITY ALLIANCE, LLC. | $867,629 | 43,144 | Added |
| 18 | Seed Wealth Management, Inc. | $770,816 | 38,330 | Trimmed |
| 19 | J.W. COLE ADVISORS, INC. | $651,974 | 32,420 | Added |
| 20 | Rareview Capital LLC | $486,711 | 24,557 | Added |
| 21 | LexAurum Advisors, LLC | $478,075 | 23,773 | Added |
| 22 | KINGSWOOD WEALTH ADVISORS, LLC | $478,055 | 23,772 | Trimmed |
| 23 | Strategic Financial Concepts, LLC | $450,042 | 22,379 | Added |
| 24 | Etesian Wealth Advisors, Inc. | $408,253 | 20,301 | Trimmed |
| 25 | Yoffe Investment Management, LLC | $340,452 | 16,930 | Hold |