| 1 | Boothe Investment Group, Inc. | $20.5M | 600,452 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 382,107 | Added |
| 3 | Triumph Capital Management | $3.3M | 97,751 | Added |
| 4 | Patriot Financial Group Insurance Agency, LLC | $2.6M | 75,691 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $2.3M | 68,447 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 65,493 | Added |
| 7 | D.A. DAVIDSON & CO. | $1.8M | 53,957 | Added |
| 8 | Atlas Wealth LLC | $1.8M | 52,947 | Added |
| 9 | TRUIST FINANCIAL CORP | $1.7M | 49,629 | Added |
| 10 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.3M | 37,086 | Added |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 31,040 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 29,492 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $666,000 | 19,486 | Added |
| 14 | KPP Advisory Services LLC | $631,777 | 18,473 | Added |
| 15 | Private Advisor Group, LLC | $566,801 | 16,573 | Added |
| 16 | Pine Valley Investments Ltd Liability Co | $452,453 | 13,230 | Added |
| 17 | Blue Water Asset Management | $349,428 | 10,217 | Added |
| 18 | Krilogy Financial LLC | $336,870 | 9,850 | Hold |
| 19 | Apollon Wealth Management, LLC | $310,365 | 9,075 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $220,932 | 6,460 | New |
| 21 | PRIVATE TRUST CO NA | $93,982 | 2,748 | New |
| 22 | Bruce G. Allen Investments, LLC | $65,670 | 1,920 | Added |
| 23 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $56,772 | 1,660 | Hold |
| 24 | Bangor Savings Bank | $3,523 | 103 | Hold |
| 25 | LeClair Wealth Partners LLC | $0 | 0 | Exited |