| 1 | Tidal Investments LLC | $35.0M | 1.3M | Trimmed |
| 2 | CORNERSTONE ENTERPRISES, LLC | $16.7M | 638,592 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $15.5M | 592,892 | Added |
| 4 | Charles Schwab Trust Co | $13.3M | 509,261 | Added |
| 5 | DAHRING | CUSMANO LLC | $10.0M | 383,073 | Added |
| 6 | RATIONAL ADVISORS, INC. | $7.9M | 302,994 | Added |
| 7 | L2 Asset Management, LLC | $6.3M | 240,495 | Trimmed |
| 8 | Strategic Financial Planning, Inc. | $6.1M | 234,403 | New |
| 9 | CFG Wealth Management Services, Inc. | $6.0M | 228,118 | Hold |
| 10 | Summit Financial, LLC | $5.8M | 221,825 | Added |
| 11 | HARBOUR INVESTMENTS, INC. | $4.6M | 174,002 | Added |
| 12 | MMA ASSET MANAGEMENT LLC | $4.1M | 158,200 | Added |
| 13 | MFG WEALTH MANAGEMENT, INC. | $3.9M | 150,197 | Added |
| 14 | Cetera Investment Advisers | $3.7M | 139,854 | Added |
| 15 | FF Advisors,LLC | $3.4M | 128,326 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $2.9M | 112,647 | Added |
| 17 | Prospera Financial Services Inc | $2.7M | 103,105 | Trimmed |
| 18 | Elm3 Financial Group, LLC | $2.4M | 93,577 | Trimmed |
| 19 | JT Stratford LLC | $2.4M | 90,829 | Trimmed |
| 20 | Larson Financial Group LLC | $2.4M | 89,887 | Added |
| 21 | IFC & Insurance Marketing, Inc. | $2.3M | 87,241 | Added |
| 22 | Empowered Funds, LLC | $2.3M | 86,618 | Added |
| 23 | Solutions 4 Wealth, Ltd | $2.1M | 80,816 | Added |
| 24 | Perigon Wealth Management, LLC | $2.1M | 79,682 | Added |
| 25 | Focus Partners Advisor Solutions, LLC | $1.8M | 69,528 | Added |