| 1 | Paradiem, LLC | $10.1M | 396,376 | Hold |
| 2 | Kathmere Capital Management, LLC | $8.8M | 347,332 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 262,751 | Added |
| 4 | Praetorian Wealth Management, Inc. | $6.4M | 253,195 | Added |
| 5 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.4M | 250,503 | Added |
| 6 | Cyndeo Wealth Partners, LLC | $4.5M | 175,874 | Added |
| 7 | Kesler, Norman & Wride, LLC | $3.8M | 165,926 | New |
| 8 | HOWLAND CAPITAL MANAGEMENT LLC | $3.4M | 134,931 | Trimmed |
| 9 | ASSETMARK, INC | $3.4M | 133,266 | Added |
| 10 | CENTRAL TRUST Co | $3.3M | 131,688 | Trimmed |
| 11 | LITTLEJOHN FINANCIAL SERVICES, INC. | $3.3M | 142,624 | New |
| 12 | Cypress Point Wealth Management, LLC | $3.0M | 119,718 | New |
| 13 | Parkway Wealth Management Group, LLC | $2.6M | 100,692 | Added |
| 14 | LEAVELL INVESTMENT MANAGEMENT, INC. | $2.4M | 92,949 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 88,291 | Trimmed |
| 16 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 87,480 | Added |
| 17 | Kestra Advisory Services, LLC | $2.2M | 84,962 | Added |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | $2.1M | 81,260 | Trimmed |
| 19 | BENJAMIN EDWARDS INC | $2.0M | 78,598 | Added |
| 20 | SPINNAKER TRUST | $1.9M | 74,499 | Added |
| 21 | Granite Harbor Advisors, Inc. | $1.8M | 70,078 | Added |
| 22 | RIA Advisory Group LLC | $1.7M | 68,631 | Added |
| 23 | Curbstone Financial Management Corp | $1.7M | 66,170 | Hold |
| 24 | TRUE Private Wealth Advisors | $1.6M | 63,570 | Added |
| 25 | BLUE SQUARE ASSET MANAGEMENT, LLC | $1.6M | 62,894 | Trimmed |