| 1 | ENVESTNET ASSET MANAGEMENT INC | $43.4M | 1.4M | Trimmed |
| 2 | Mirae Asset Global Investments Co., Ltd. | $23.3M | 742,964 | Trimmed |
| 3 | Carolina Wealth Advisors, LLC | $18.1M | 579,543 | Added |
| 4 | Werba Rubin Papier Wealth Management | $14.6M | 465,471 | Trimmed |
| 5 | AllGen Financial Advisors, Inc. | $6.9M | 221,736 | New |
| 6 | Attessa Capital LLC | $4.2M | 132,650 | Added |
| 7 | Professional Financial Management, Inc. | $3.5M | 111,214 | Added |
| 8 | WT Wealth Management | $3.2M | 103,757 | Added |
| 9 | Fermata Advisors, LLC | $3.1M | 98,434 | Added |
| 10 | Charles Schwab Trust Co | $2.8M | 89,892 | Added |
| 11 | MFG WEALTH MANAGEMENT, INC. | $2.5M | 78,530 | Added |
| 12 | PARK AVENUE SECURITIES LLC | $2.3M | 74,473 | Trimmed |
| 13 | COLLECTIVE FAMILY OFFICE LLC | $1.8M | 56,305 | Trimmed |
| 14 | IFP Advisors, Inc | $1.7M | 55,172 | Added |
| 15 | Galvin, Gaustad & Stein, LLC | $1.6M | 50,726 | Added |
| 16 | Envestnet Portfolio Solutions, Inc. | $1.2M | 37,103 | Trimmed |
| 17 | Smart Money Group LLC | $1.2M | 36,926 | Added |
| 18 | Seek First Inc. | $1.1M | 34,831 | Trimmed |
| 19 | Antonelli Financial Advisors, LLC | $855,000 | 27,301 | Trimmed |
| 20 | Keystone Global Partners, LLC | $813,999 | 26,006 | Added |
| 21 | Sellwood Investment Partners LLC | $735,863 | 23,510 | Added |
| 22 | TOTAL INVESTMENT MANAGEMENT INC | $437,511 | 14,613 | Added |
| 23 | Bryn Mawr Trust Advisors, LLC | $419,357 | 13,398 | Trimmed |
| 24 | Strategic Blueprint, LLC | $396,790 | 12,677 | Trimmed |
| 25 | Milestones Private Investment Advisors LLC | $394,004 | 12,588 | Hold |