| 1 | Lunt Capital Management, Inc. | $10.7M | 223,607 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $8.9M | 185,911 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.1M | 44,450 | Trimmed |
| 4 | LPL Financial LLC | $2.1M | 43,521 | Trimmed |
| 5 | Ausdal Financial Partners, Inc. | $1.7M | 36,030 | Trimmed |
| 6 | Geneos Wealth Management Inc. | $1.4M | 29,083 | Trimmed |
| 7 | Sanctuary Advisors, LLC | $1.3M | 28,075 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $1.2M | 24,443 | Trimmed |
| 9 | Clear Creek Financial Management, LLC | $1.2M | 24,118 | Added |
| 10 | JPMORGAN CHASE & CO | $1.1M | 24,255 | Added |
| 11 | GeoWealth Management, LLC | $840,954 | 17,571 | Trimmed |
| 12 | MORGAN STANLEY | $593,262 | 12,395 | Added |
| 13 | Belpointe Asset Management LLC | $496,878 | 10,382 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $430,548 | 8,844 | Trimmed |
| 15 | Atria Investments, Inc | $260,356 | 5,440 | Trimmed |
| 16 | Aptus Capital Advisors, LLC | $246,907 | 5,159 | Hold |
| 17 | Clarus Group, Inc. | $246,905 | 5,159 | Hold |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $241,929 | 5,055 | Trimmed |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $240,925 | 5,034 | Added |
| 20 | Cetera Investment Advisers | $225,765 | 4,717 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $223,020 | 4,660 | Trimmed |
| 22 | Unified Investment Management | $208,904 | 4,365 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $77,245 | 1,614 | Trimmed |
| 24 | ROTHSCHILD INVESTMENT LLC | $28,716 | 600 | Hold |
| 25 | BLAIR WILLIAM & CO/IL | $1,196 | 25 | Hold |