| 1 | Hennion & Walsh Asset Management, Inc. | $5.7M | 226,591 | Added |
| 2 | Evergreen Private Wealth LLC | $5.3M | 210,537 | Added |
| 3 | McAdam, LLC | $4.2M | 164,092 | Added |
| 4 | BENJAMIN EDWARDS INC | $2.1M | 84,491 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 79,662 | Added |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.8M | 72,103 | New |
| 7 | Columbus Macro, LLC | $1.5M | 58,591 | Added |
| 8 | AE Wealth Management LLC | $1.3M | 49,897 | Trimmed |
| 9 | JACOBSON & SCHMITT ADVISORS, LLC | $1.2M | 46,361 | Trimmed |
| 10 | FOCUS Wealth Advisors, LLC | $1.1M | 43,997 | Added |
| 11 | Clarity Retirement & Wealth, LLC | $941,330 | 37,192 | Added |
| 12 | Crumly & Associates Inc. | $832,010 | 32,873 | Trimmed |
| 13 | Baker Avenue Asset Management, LP | $814,494 | 32,181 | Added |
| 14 | Discipline Wealth Solutions, LLC | $674,182 | 26,637 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $478,000 | 18,898 | Added |
| 16 | CRUX WEALTH ADVISORS | $439,504 | 17,365 | Trimmed |
| 17 | HBW ADVISORY SERVICES LLC | $360,941 | 14,261 | Added |
| 18 | Dynamic Advisor Solutions LLC | $268,653 | 10,615 | New |
| 19 | Belpointe Asset Management LLC | $250,974 | 9,916 | Added |
| 20 | Fortis Capital Advisors, LLC | $250,974 | 9,916 | Added |
| 21 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $235,611 | 9,309 | New |
| 22 | DHJJ Financial Advisors, Ltd. | $7,593 | 300 | Hold |
| 23 | CoreCap Advisors, LLC | $633 | 25 | Hold |
| 24 | ASSETMARK, INC | $51 | 2 | Hold |
| 25 | Farther Finance Advisors, LLC | $0 | 0 | Exited |