| 1 | TRUE Private Wealth Advisors | $38.8M | 1.5M | Trimmed |
| 2 | Quantum Financial Advisors, LLC | $8.7M | 333,378 | Added |
| 3 | North Star Investment Management Corp. | $5.1M | 196,038 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.3M | 162,434 | New |
| 5 | Addison Advisors LLC | $2.9M | 108,907 | Added |
| 6 | BlackRock, Inc. | $2.6M | 100,933 | Added |
| 7 | CENTRAL TRUST Co | $2.2M | 84,085 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.1M | 42,940 | Added |
| 9 | JIM SAULNIER & ASSOCIATES, LLC | $885,940 | 33,763 | Hold |
| 10 | Penobscot Investment Management Company, Inc. | $879,040 | 33,500 | Hold |
| 11 | CITADEL ADVISORS LLC | $635,087 | 24,203 | Trimmed |
| 12 | Bradley & Co. Private Wealth Management, LLC | $628,815 | 23,964 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $504,753 | 19,236 | Hold |
| 14 | ARK & TLK INVESTMENTS, LLC | $469,930 | 17,909 | Hold |
| 15 | MKT Advisors LLC | $459,348 | 17,506 | Trimmed |
| 16 | Briggs Wealth Management, Inc | $458,675 | 17,480 | Hold |
| 17 | Cerity Partners LLC | $456,995 | 17,416 | New |
| 18 | LPL Financial LLC | $396,947 | 15,128 | Added |
| 19 | Creative Planning | $364,667 | 13,897 | Hold |
| 20 | 4Thought Financial Group Inc. | $351,656 | 13,402 | New |
| 21 | Strategic Financial Concepts, LLC | $282,605 | 10,770 | New |
| 22 | Beacon Pointe Advisors, LLC | $271,105 | 10,332 | Hold |
| 23 | Clark Asset Management, LLC | $265,260 | 10,109 | New |
| 24 | Farther Finance Advisors, LLC | $128,283 | 4,907 | Added |
| 25 | Allworth Financial LP | $56,996 | 2,172 | Hold |