| 1 | Tactive Advisors, LLC | $11.5M | 152,755 | Added |
| 2 | INTERACTIVE FINANCIAL ADVISORS, INC. | $10.0M | 132,435 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 106,670 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 19,103 | New |
| 5 | Boltwood Capital Management | $1.4M | 18,973 | Trimmed |
| 6 | Auour Investments LLC | $1.2M | 15,563 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 15,368 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $1.0M | 13,823 | Trimmed |
| 9 | KEYNOTE FINANCIAL SERVICES LLC | $1.0M | 13,692 | Trimmed |
| 10 | J.W. COLE ADVISORS, INC. | $745,057 | 9,879 | New |
| 11 | Raab & Moskowitz Asset Management LLC | $607,117 | 8,050 | Hold |
| 12 | PINNACLE ASSOCIATES LTD | $513,370 | 6,807 | Trimmed |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $307,178 | 4,073 | Trimmed |
| 14 | Walkner Condon Financial Advisors LLC | $294,131 | 3,900 | Added |
| 15 | FOUNDERS FINANCIAL SECURITIES LLC | $278,821 | 3,697 | Hold |
| 16 | Nicholas Hoffman & Company, LLC. | $256,799 | 3,405 | Hold |
| 17 | VestGen Investment Management | $244,732 | 3,245 | Trimmed |
| 18 | SIMON QUICK ADVISORS, LLC | $231,232 | 3,066 | Hold |
| 19 | CoreCap Advisors, LLC | $148,725 | 1,972 | Trimmed |
| 20 | Cullen/Frost Bankers, Inc. | $100,005 | 1,326 | New |
| 21 | EverSource Wealth Advisors, LLC | $75,117 | 996 | Hold |
| 22 | Farther Finance Advisors, LLC | $64,020 | 849 | Added |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24,809 | 330 | New |
| 24 | Cape Investment Advisory, Inc. | $20,514 | 272 | New |
| 25 | Rossmore Private Capital | $15,612 | 207 | Hold |