| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 185,432 | Added |
| 2 | IMPACTfolio, LLC | $3.0M | 174,525 | Added |
| 3 | Gradient Investments LLC | $2.3M | 135,162 | Added |
| 4 | Valeo Financial Advisors, LLC | $2.3M | 134,006 | Trimmed |
| 5 | Private Advisor Group, LLC | $1.6M | 90,266 | Added |
| 6 | Westside Investment Management, Inc. | $1.3M | 74,357 | Added |
| 7 | Ascent Group, LLC | $1.1M | 65,349 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 64,434 | Trimmed |
| 9 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $879,333 | 50,682 | Trimmed |
| 10 | FAS Wealth Partners, Inc. | $840,191 | 48,426 | Added |
| 11 | FORONJY FINANCIAL LLC | $748,211 | 43,125 | New |
| 12 | J.W. COLE ADVISORS, INC. | $667,674 | 38,483 | Added |
| 13 | Merit Financial Group, LLC | $642,637 | 37,040 | Added |
| 14 | Miracle Mile Advisors, LLC | $634,182 | 36,552 | Trimmed |
| 15 | PRIVATE TRUST CO NA | $556,241 | 32,060 | Hold |
| 16 | Stronghold Wealth Management L.L.C. | $521,749 | 30,072 | Trimmed |
| 17 | ORBA Wealth Advisors, L.L.C. | $520,899 | 30,023 | Added |
| 18 | Diversified Portfolios, Inc. | $389,143 | 22,429 | Trimmed |
| 19 | Envestnet Portfolio Solutions, Inc. | $374,534 | 21,587 | Trimmed |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $371,290 | 21,400 | New |
| 21 | Kestra Advisory Services, LLC | $364,037 | 20,982 | New |
| 22 | JUNCTURE WEALTH STRATEGIES, LLC | $355,033 | 20,463 | Hold |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $346,680 | 19,982 | Trimmed |
| 24 | PRIVATE CLIENT SERVICES, LLC | $245,190 | 14,132 | Hold |
| 25 | RFG Advisory, LLC | $244,789 | 14,109 | New |