| 1 | Dynasty Wealth Management, LLC | $8.0M | 215,534 | Added |
| 2 | JGP Wealth Management, LLC | $6.1M | 164,690 | Added |
| 3 | Greenwich Wealth Management LLC | $4.3M | 115,914 | Trimmed |
| 4 | PALLADIEM, LLC | $3.3M | 84,731 | Trimmed |
| 5 | IFC Advisors LLC | $1.8M | 48,962 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.2M | 31,149 | Added |
| 7 | Geneos Wealth Management Inc. | $1.1M | 30,474 | Added |
| 8 | Sierra Capital LLC | $667,000 | 17,960 | Hold |
| 9 | LPL Financial LLC | $607,903 | 16,367 | Trimmed |
| 10 | Bedel Financial Consulting, Inc. | $536,188 | 14,436 | Hold |
| 11 | Matisse Capital | $434,561 | 11,700 | Hold |
| 12 | Round Rock Advisors, LLC | $432,110 | 11,634 | Hold |
| 13 | RAYMOND JAMES FINANCIAL INC | $423,493 | 11,402 | Hold |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $383,830 | 10,334 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $382,451 | 10,297 | Added |
| 16 | OLD MISSION CAPITAL LLC | $378,922 | 10,202 | Trimmed |
| 17 | Welch Financial Planning, LLC | $267,422 | 7,200 | Hold |
| 18 | Bond & Devick Financial Network, Inc. | $211,524 | 5,695 | New |
| 19 | Farther Finance Advisors, LLC | $71,174 | 1,900 | Trimmed |
| 20 | Richardson Capital Management LLC | $5,943 | 160 | Hold |
| 21 | Millstone Evans Group, LLC | $4,903 | 132 | New |
| 22 | UBS Group AG | $3,788 | 102 | New |
| 23 | EverSource Wealth Advisors, LLC | $3,751 | 101 | Hold |
| 24 | NATIONAL BANK OF CANADA /FI/ | $3,598 | 100 | Added |
| 25 | Rockefeller Capital Management L.P. | $0 | 0 | Exited |