| 1 | ENVESTNET ASSET MANAGEMENT INC | $25.5M | 864,138 | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $19.9M | 674,072 | Added |
| 3 | LPL Financial LLC | $14.9M | 505,237 | Trimmed |
| 4 | Cetera Investment Advisers | $9.4M | 317,675 | Trimmed |
| 5 | Jordan Park Group LLC | $5.8M | 798,083 | New |
| 6 | MORGAN STANLEY | $5.8M | 195,626 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $4.7M | 159,055 | Added |
| 8 | JPMORGAN CHASE & CO | $4.3M | 147,203 | Trimmed |
| 9 | MML INVESTORS SERVICES, LLC | $4.1M | 140,545 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 140,140 | Trimmed |
| 11 | ASSETMARK, INC | $3.7M | 126,084 | Trimmed |
| 12 | Envestnet Portfolio Solutions, Inc. | $3.5M | 117,400 | Trimmed |
| 13 | RiverFront Investment Group, LLC | $3.4M | 114,845 | Added |
| 14 | Kelly Financial Services LLC | $1.7M | 57,353 | Trimmed |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.6M | 54,320 | Added |
| 16 | JB Capital LLC | $1.3M | 42,972 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.1M | 36,205 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $1.0M | 34,166 | Trimmed |
| 19 | Prosperity Consulting Group, LLC | $1.0M | 34,059 | Hold |
| 20 | Triad Wealth Partners, LLC | $966,959 | 32,782 | Trimmed |
| 21 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $865,654 | 29,348 | Trimmed |
| 22 | INTEGRITY ALLIANCE, LLC. | $768,386 | 26,050 | Added |
| 23 | CreativeOne Wealth, LLC | $747,215 | 25,332 | Trimmed |
| 24 | Eaton Financial Holdings Company, LLC | $703,361 | 23,845 | Added |
| 25 | Fortis Group Advisors, LLC | $662,786 | 22,659 | Trimmed |