| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $24.2M | 681,726 | New |
| 2 | Hobbs Group Advisors, LLC | $23.7M | 667,973 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $21.3M | 602,031 | Trimmed |
| 4 | Janney Montgomery Scott LLC | $10.4M | 294,060 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 293,411 | Added |
| 6 | Vermillion & White Wealth Management Group, LLC | $10.3M | 291,098 | Added |
| 7 | Beacon Capital Management, Inc. | $10.3M | 290,859 | Added |
| 8 | Greenwich Wealth Management LLC | $10.3M | 290,081 | Added |
| 9 | Belpointe Asset Management LLC | $4.3M | 122,427 | Added |
| 10 | Oregon Pacific Wealth Management, LLC | $4.2M | 117,253 | Trimmed |
| 11 | Atria Investments, Inc | $3.7M | 104,855 | Trimmed |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $3.3M | 91,849 | New |
| 13 | Legacy Capital Group California, Inc. | $2.6M | 73,877 | Trimmed |
| 14 | HighTower Advisors, LLC | $2.2M | 62,551 | Added |
| 15 | World Investment Advisors | $2.1M | 59,956 | Trimmed |
| 16 | BlackDiamond Wealth Management, LLC | $1.7M | 47,241 | Added |
| 17 | BLUEDOOR PRIVATE WEALTH, LLC | $1.5M | 41,335 | Trimmed |
| 18 | Latitude Advisors, LLC | $1.3M | 37,588 | Added |
| 19 | Compound Planning, Inc. | $1.3M | 37,210 | Added |
| 20 | LPL Financial LLC | $1.3M | 36,958 | Added |
| 21 | AE Wealth Management LLC | $1.3M | 36,772 | Trimmed |
| 22 | GeoWealth Management, LLC | $1.2M | 33,196 | Added |
| 23 | Orion Porfolio Solutions, LLC | $1.2M | 32,499 | Trimmed |
| 24 | SILVERLAKE WEALTH MANAGEMENT LLC | $1.1M | 31,315 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $968,000 | 27,333 | New |