| 1 | LexAurum Advisors, LLC | $6.3M | 230,340 | Added |
| 2 | Prota Financial, LLC | $5.4M | 195,691 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 149,413 | Added |
| 4 | Evolution Wealth Advisors, LLC | $3.4M | 123,700 | Trimmed |
| 5 | Apollon Wealth Management, LLC | $1.6M | 57,252 | Added |
| 6 | Haven Private, LLC | $1.5M | 54,983 | Trimmed |
| 7 | RFG Advisory, LLC | $1.3M | 48,155 | Added |
| 8 | Closed-End Fund Advisors, Inc. | $1.3M | 47,816 | Added |
| 9 | Brookwood Investment Group LLC | $1.1M | 40,065 | New |
| 10 | Almanack Investment Partners, LLC. | $1.1M | 39,748 | New |
| 11 | Kathmere Capital Management, LLC | $911,970 | 33,516 | New |
| 12 | Beaumont Financial Advisors, LLC | $726,448 | 26,698 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $600,000 | 22,032 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $596,150 | 21,909 | Trimmed |
| 15 | Discipline Wealth Solutions, LLC | $522,113 | 19,188 | Added |
| 16 | Wealthcare Advisory Partners LLC | $493,088 | 18,122 | Added |
| 17 | PARK AVENUE SECURITIES LLC | $472,000 | 17,343 | New |
| 18 | PRINCIPAL SECURITIES, INC. | $457,838 | 16,826 | Added |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $327,456 | 12,034 | Trimmed |
| 20 | J.W. COLE ADVISORS, INC. | $313,756 | 11,531 | New |
| 21 | Samalin Investment Counsel, LLC | $213,787 | 7,857 | Trimmed |
| 22 | Miller Global Investments, LLC | $36,597 | 1,345 | Hold |
| 23 | NBC SECURITIES, INC. | $31,046 | 1,141 | Hold |
| 24 | EverSource Wealth Advisors, LLC | $27,210 | 1,000 | Hold |
| 25 | SALEM INVESTMENT COUNSELORS INC | $13,605 | 500 | New |