| 1 | Kathmere Capital Management, LLC | $25.1M | 621,818 | Added |
| 2 | Resonant Capital Advisors, LLC | $12.0M | 297,925 | Added |
| 3 | Rothschild Wealth LLC | $10.1M | 249,173 | Added |
| 4 | Rockefeller Capital Management L.P. | $8.6M | 211,923 | Trimmed |
| 5 | Indivisible Partners | $8.1M | 201,233 | Added |
| 6 | Aspect Partners, LLC | $7.6M | 189,539 | Added |
| 7 | Berkeley, Inc | $5.8M | 142,797 | Trimmed |
| 8 | Madison Asset Management, LLC | $2.6M | 64,391 | Added |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.3M | 32,778 | Trimmed |
| 10 | Tidal Investments LLC | $1.1M | 28,306 | Added |
| 11 | LPL Financial LLC | $721,844 | 17,885 | Trimmed |
| 12 | National Philanthropic Trust | $686,120 | 17,000 | Hold |
| 13 | Crumly & Associates Inc. | $582,354 | 14,429 | Trimmed |
| 14 | Legacy Wealth Managment, LLC/ID | $482,019 | 11,943 | Added |
| 15 | Focus Partners Wealth | $477,302 | 11,826 | Added |
| 16 | Global View Capital Management LLC | $439,076 | 10,879 | Trimmed |
| 17 | Accurate Wealth Management, LLC | $406,918 | 9,920 | Trimmed |
| 18 | WealthCare Investment Partners, LLC | $237,725 | 5,890 | Added |
| 19 | Abacus Planning Group, Inc. | $222,141 | 5,504 | New |
| 20 | Nuveen, LLC | $211,527 | 5,241 | New |
| 21 | US BANCORP \DE\ | $54,809 | 1,358 | Hold |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $41,611 | 1,031 | Trimmed |
| 23 | Orion Capital Management LLC | $25,346 | 628 | Hold |
| 24 | Essential Partners LLC | $14,489 | 359 | Hold |
| 25 | HARBOUR INVESTMENTS, INC. | $12,431 | 308 | Hold |