| 1 | GOLDMAN SACHS GROUP INC | $5.6M | 78,935 | Hold |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $4.3M | 60,448 | Trimmed |
| 3 | RFG Advisory, LLC | $3.0M | 41,657 | Added |
| 4 | MISSION WEALTH MANAGEMENT, LP | $2.6M | 36,360 | Added |
| 5 | Farther Finance Advisors, LLC | $2.5M | 35,023 | Trimmed |
| 6 | Sequoia Financial Advisors, LLC | $2.2M | 30,428 | Hold |
| 7 | Cerro Pacific Wealth Advisors LLC | $1.8M | 25,122 | New |
| 8 | Valeo Financial Advisors, LLC | $1.2M | 16,399 | Trimmed |
| 9 | Federation des caisses Desjardins du Quebec | $950,558 | 13,315 | Trimmed |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $824,483 | 11,549 | Added |
| 11 | Allworth Financial LP | $792,320 | 11,098 | Added |
| 12 | Cetera Investment Advisers | $765,089 | 10,717 | Added |
| 13 | TD Waterhouse Canada Inc. | $643,180 | 9,054 | Added |
| 14 | Purpose Unlimited Inc. | $618,400 | 8,467 | Added |
| 15 | CIBC WORLD MARKET INC. | $616,952 | 8,642 | Trimmed |
| 16 | Walkner Condon Financial Advisors LLC | $567,836 | 7,954 | Trimmed |
| 17 | Kaizen Financial Strategies | $567,103 | 7,993 | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $561,464 | 7,865 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $560,535 | 7,852 | Trimmed |
| 20 | COMPASS CAPITAL CORP /MA/ /ADV | $557,826 | 7,631 | Hold |
| 21 | Apollon Wealth Management, LLC | $550,620 | 7,713 | Added |
| 22 | Royal Bank of Canada | $541,000 | 7,574 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $513,437 | 7,192 | Added |
| 24 | Snowden Capital Advisors LLC | $507,626 | 7,111 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $499,829 | 7,224 | Added |