| 1 | Merit Financial Group, LLC | $6.6M | 248,263 | Added |
| 2 | OSAIC HOLDINGS, INC. | $6.5M | 246,018 | Added |
| 3 | James Hambro & Partners LLP | $1.4M | 52,283 | Hold |
| 4 | 55 North Private Wealth, LLC | $1.2M | 45,186 | New |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 43,224 | Trimmed |
| 6 | SEI INVESTMENTS CO | $697,950 | 26,295 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $528,678 | 19,918 | Added |
| 8 | Stewardship Advisors, LLC | $522,472 | 19,684 | Trimmed |
| 9 | Janney Montgomery Scott LLC | $521,000 | 19,641 | Trimmed |
| 10 | AMERIFLEX GROUP, INC. | $436,367 | 16,440 | New |
| 11 | CORA CAPITAL ADVISORS LLC | $418,265 | 15,758 | Added |
| 12 | Beacon Pointe Advisors, LLC | $370,738 | 13,969 | Trimmed |
| 13 | LexAurum Advisors, LLC | $305,882 | 11,524 | Trimmed |
| 14 | LPL Financial LLC | $275,503 | 10,380 | New |
| 15 | Apeiron RIA LLC | $249,756 | 1,387 | New |
| 16 | Patriot Financial Group Insurance Agency, LLC | $235,888 | 8,887 | Trimmed |
| 17 | COMPASS CAPITAL CORP /MA/ /ADV | $222,148 | 8,353 | Added |
| 18 | Advisory Services Network, LLC | $210,645 | 7,936 | Trimmed |
| 19 | Royal Bank of Canada | $150,000 | 5,653 | Added |
| 20 | Global Retirement Partners, LLC | $132,821 | 5,004 | Trimmed |
| 21 | Capital Investment Advisory Services, LLC | $105,668 | 3,981 | New |
| 22 | Silver Grove Financial Group, Inc. | $66,119 | 2,491 | Hold |
| 23 | Innovative Asset Advisors Group, LLC | $52,130 | 1,964 | New |
| 24 | WPG Advisers, LLC | $45,946 | 1,731 | Trimmed |
| 25 | Pinnacle Wealth Planning Services, Inc. | $45,335 | 1,708 | Trimmed |