| 1 | Castleview Partners, LLC | $25.2M | 987,316 | Trimmed |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $8.9M | 349,594 | New |
| 3 | Balefire, LLC | $7.8M | 306,739 | Trimmed |
| 4 | Auour Investments LLC | $7.8M | 306,652 | Added |
| 5 | Biltmore Family Office, LLC | $6.7M | 264,127 | Trimmed |
| 6 | Royal Bank of Canada | $6.4M | 249,169 | Added |
| 7 | CWC Advisors, LLC. | $5.2M | 204,614 | Added |
| 8 | Sterneck Capital Management, LLC | $5.1M | 201,829 | Added |
| 9 | State of New Jersey Common Pension Fund D | $5.1M | 200,000 | Hold |
| 10 | United Asset Strategies, Inc. | $4.6M | 179,090 | Added |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $4.3M | 168,457 | Hold |
| 12 | Apollon Wealth Management, LLC | $4.3M | 167,488 | Added |
| 13 | WealthPlan Investment Management, LLC | $3.2M | 123,803 | Trimmed |
| 14 | Camarda Financial Advisors, LLC | $3.1M | 119,573 | Added |
| 15 | Bison Wealth, LLC | $3.0M | 116,384 | Added |
| 16 | Acorn Wealth Advisors, LLC | $2.9M | 112,102 | Added |
| 17 | LPL Financial LLC | $2.4M | 94,812 | Added |
| 18 | WealthPLAN Partners, LLC | $2.2M | 85,179 | Trimmed |
| 19 | BlackDiamond Wealth Management, LLC | $2.0M | 79,857 | Added |
| 20 | Orion Porfolio Solutions, LLC | $2.0M | 78,836 | Trimmed |
| 21 | WESPAC Advisors, LLC | $1.9M | 74,026 | Added |
| 22 | STIFEL FINANCIAL CORP | $1.5M | 57,500 | New |
| 23 | GOLDMAN SACHS GROUP INC | $1.4M | 54,875 | Hold |
| 24 | TRUST CO OF TOLEDO NA /OH/ | $1.2M | 46,093 | New |
| 25 | BEAM WEALTH ADVISORS, INC. | $1.1M | 42,021 | Added |