| 1 | Aletheian Wealth Advisors LLC | $8.2M | 146,352 | Added |
| 2 | AXXCESS WEALTH MANAGEMENT, LLC | $5.8M | 104,906 | New |
| 3 | First Interstate Bank | $5.8M | 104,099 | New |
| 4 | Crestwood Advisors Group, LLC | $3.9M | 70,000 | Hold |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 54,216 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $1.9M | 33,916 | Trimmed |
| 7 | Darwin Wealth Management, LLC | $1.1M | 20,341 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $970,000 | 17,400 | Added |
| 9 | LFA - Lugano Financial Advisors SA | $811,271 | 15,304 | Trimmed |
| 10 | ASHTON THOMAS SECURITIES, LLC | $598,174 | 10,739 | Added |
| 11 | Cordoba Advisory Partners LLC | $587,190 | 10,542 | Added |
| 12 | Compound Planning, Inc. | $387,004 | 6,948 | Hold |
| 13 | Sidoxia Capital Management, LLC | $385,778 | 6,926 | Added |
| 14 | Private Advisor Group, LLC | $291,932 | 5,241 | Trimmed |
| 15 | Triumph Capital Management | $283,234 | 5,085 | Added |
| 16 | MARINO, STRAM & ASSOCIATES LLC | $269,421 | 4,837 | Trimmed |
| 17 | Sterling Investment Advisors, Ltd. | $261,790 | 4,700 | Hold |
| 18 | Dynamic Advisor Solutions LLC | $230,142 | 4,132 | Added |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | $209,209 | 3,756 | Trimmed |
| 20 | Ashton Thomas Private Wealth, LLC | $205,812 | 3,695 | Hold |
| 21 | NOTTINGHAM ADVISORS, INC. | $203,235 | 3,533 | New |
| 22 | Provident Wealth Management, LLC | $153,119 | 2,749 | New |
| 23 | Three Bearings Fiduciary Advisors, Inc. | $86,391 | 1,551 | New |
| 24 | PRIVATE TRUST CO NA | $85,165 | 1,529 | Added |
| 25 | Cornerstone Planning Group LLC | $23,473 | 406 | Trimmed |