| 1 | SL ADVISORS, LLC | $4.4M | 95,782 | Trimmed |
| 2 | JBR Co Financial Management Inc | $3.8M | 83,777 | Added |
| 3 | CLG LLC | $2.4M | 52,497 | New |
| 4 | Kestra Advisory Services, LLC | $1.3M | 29,667 | Trimmed |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.3M | 27,904 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.2M | 25,996 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 25,213 | Added |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $913,239 | 20,073 | Added |
| 9 | Wealthcare Advisory Partners LLC | $810,664 | 17,818 | Added |
| 10 | Prospera Financial Services Inc | $472,278 | 10,379 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $459,450 | 10,099 | Trimmed |
| 12 | Wealth Management Associates, Inc. | $396,087 | 8,706 | Added |
| 13 | Belpointe Asset Management LLC | $231,392 | 5,086 | Added |
| 14 | CIBC Asset Management Inc | $227,480 | 5,000 | Hold |
| 15 | J.W. COLE ADVISORS, INC. | $216,700 | 4,763 | Added |
| 16 | Optivise Advisory Services LLC | $214,468 | 4,714 | New |
| 17 | Lodestone Wealth Management LLC | $189,470 | 4,165 | Trimmed |
| 18 | EverSource Wealth Advisors, LLC | $122,240 | 2,687 | Added |
| 19 | HAZLETT, BURT & WATSON, INC. | $45,000 | 1,000 | Hold |
| 20 | CoreCap Advisors, LLC | $35,487 | 780 | Trimmed |
| 21 | AE Wealth Management LLC | $32,803 | 721 | Hold |
| 22 | GHP Investment Advisors, Inc. | $22,748 | 500 | New |
| 23 | Princeton Global Asset Management LLC | $21,383 | 470 | Hold |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,559 | 320 | Added |
| 25 | IFP Advisors, Inc | $13,649 | 300 | Added |