| 1 | Sowell Financial Services LLC | $17.6M | 891,794 | Added |
| 2 | Sound Income Strategies, LLC | $15.0M | 759,583 | Added |
| 3 | Whitcomb & Hess, Inc. | $14.5M | 737,661 | Added |
| 4 | Royal Fund Management, LLC | $5.4M | 272,615 | Added |
| 5 | Baker Avenue Asset Management, LP | $3.8M | 195,173 | Trimmed |
| 6 | Fortis Capital Advisors, LLC | $1.4M | 68,897 | Added |
| 7 | Belpointe Asset Management LLC | $1.4M | 68,897 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.3M | 63,803 | Added |
| 9 | GeoWealth Management, LLC | $935,120 | 47,468 | Added |
| 10 | Capital Investment Advisory Services, LLC | $669,729 | 33,996 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $665,357 | 33,774 | Added |
| 12 | APS Management Group, Inc. | $566,570 | 28,760 | Added |
| 13 | HORIZON FINANCIAL SERVICES, LLC | $476,858 | 24,206 | Trimmed |
| 14 | Acorn Wealth Advisors, LLC | $425,028 | 21,575 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $402,653 | 20,439 | Added |
| 16 | Bright Futures Wealth Management, LLC. | $281,868 | 14,308 | Added |
| 17 | PRIVATE TRUST CO NA | $63,119 | 3,204 | Added |
| 18 | HAZLETT, BURT & WATSON, INC. | $47,000 | 2,386 | Added |
| 19 | ASSETMARK, INC | $39,152 | 1,987 | Trimmed |
| 20 | SOUTHERN MICHIGAN BANK & TRUST | $24,133 | 1,225 | Hold |
| 21 | Key Capital Management, INC | $12,746 | 647 | Trimmed |
| 22 | Farther Finance Advisors, LLC | $9,012 | 457 | Trimmed |
| 23 | Cullen/Frost Bankers, Inc. | $6,923 | 351 | New |
| 24 | Hilton Head Capital Partners, LLC | $1,084 | 55 | Hold |
| 25 | Founders Financial Alliance, LLC | $650 | 33 | Hold |