| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $28.1M | 995,402 | New |
| 2 | Ted Buchan & Co | $8.7M | 307,401 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.2M | 256,612 | Added |
| 4 | ABBINGTON INVESTMENT GROUP | $6.9M | 243,944 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 164,071 | Added |
| 6 | MANNING & NAPIER ADVISORS LLC | $4.5M | 159,971 | Added |
| 7 | Longview Financial Advisors, Inc. | $3.8M | 134,613 | Added |
| 8 | Sound Financial Strategies Group, LLC | $3.2M | 113,040 | Added |
| 9 | Illumine Investment Management, LLC | $3.1M | 109,677 | Added |
| 10 | GeoWealth Management, LLC | $2.6M | 93,321 | New |
| 11 | CAPTRUST FINANCIAL ADVISORS | $2.6M | 90,466 | Added |
| 12 | Latitude Advisors, LLC | $2.2M | 79,276 | Added |
| 13 | CSS LLC/IL | $2.2M | 78,027 | Hold |
| 14 | Kovack Advisors, Inc. | $2.0M | 71,419 | New |
| 15 | BANK OF MONTREAL /CAN/ | $1.9M | 69,139 | Added |
| 16 | Lifetime Wealth Management P.C. | $1.3M | 45,858 | Added |
| 17 | NVWM, LLC | $1.2M | 41,764 | Trimmed |
| 18 | ORG Wealth Partners, LLC | $1.2M | 40,853 | Added |
| 19 | Royal Bank of Canada | $1.1M | 38,579 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 37,970 | Added |
| 21 | Magnolia Private Wealth, LLC | $1.0M | 84,715 | Added |
| 22 | Golden State Equity Partners | $975,595 | 34,595 | New |
| 23 | Ferguson Shapiro LLC | $858,690 | 30,450 | New |
| 24 | Fermata Advisors, LLC | $827,438 | 29,342 | Added |
| 25 | Andina Capital Management, LLC | $824,145 | 29,225 | Trimmed |