| 1 | Sellwood Investment Partners LLC | $22.5M | 470,325 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 142,184 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $6.6M | 138,093 | Added |
| 4 | Arlington Financial Advisors, LLC | $5.9M | 122,971 | Trimmed |
| 5 | GenWealth Group, Inc. | $4.1M | 86,680 | Trimmed |
| 6 | Bruce G. Allen Investments, LLC | $1.8M | 37,314 | Added |
| 7 | Dynamic Advisor Solutions LLC | $1.1M | 22,259 | Added |
| 8 | Mason & Associates Inc | $770,898 | 16,106 | Trimmed |
| 9 | Walkner Condon Financial Advisors LLC | $664,113 | 13,875 | Added |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $653,505 | 13,653 | Added |
| 11 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $536,756 | 11,214 | Trimmed |
| 12 | AdvisorNet Financial, Inc | $527,270 | 11,016 | Added |
| 13 | GGM Financials LLC | $502,141 | 10,491 | New |
| 14 | Bond & Devick Financial Network, Inc. | $399,760 | 8,352 | Added |
| 15 | JNBA Financial Advisors | $393,825 | 8,228 | Trimmed |
| 16 | Sprinkle Financial Consultants LLC | $255,047 | 5,329 | Added |
| 17 | Williams & Novak, LLC | $239,320 | 5,000 | Hold |
| 18 | Private Advisor Group, LLC | $228,120 | 4,766 | New |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $223,001 | 4,659 | New |
| 20 | NOTTINGHAM ADVISORS, INC. | $218,140 | 4,577 | New |
| 21 | Kestra Advisory Services, LLC | $213,862 | 4,468 | New |
| 22 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $212,829 | 4,447 | New |
| 23 | Farther Finance Advisors, LLC | $172,310 | 3,600 | Trimmed |
| 24 | BLUELINE ADVISORS LLC | $1,197 | 25 | Hold |
| 25 | Golden State Equity Partners | $0 | 0 | Exited |