| 1 | WADDELL & ASSOCIATES, LLC | $46.6M | 943,693 | Added |
| 2 | Sterling Capital Management LLC | $27.2M | 550,972 | Trimmed |
| 3 | AE Wealth Management LLC | $21.4M | 434,232 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 83,705 | Added |
| 5 | TRUIST FINANCIAL CORP | $2.4M | 49,081 | Trimmed |
| 6 | FWG Investments, LLC. | $2.2M | 44,189 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $730,000 | 14,790 | Added |
| 8 | Quest 10 Wealth Builders, Inc. | $703,091 | 14,238 | Trimmed |
| 9 | Networth Advisors, LLC | $586,414 | 11,876 | Trimmed |
| 10 | Arcadia Wealth Management, LLC | $461,116 | 9,338 | Trimmed |
| 11 | First Heartland Consultants, Inc. | $355,734 | 7,204 | New |
| 12 | Slagle Financial, LLC | $249,589 | 5,054 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $234,100 | 4,741 | Trimmed |
| 14 | B.O.S.S. Retirement Advisors, LLC | $227,622 | 4,610 | New |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210,267 | 4,338 | New |
| 16 | Beacon Financial Strategies CORP | $55,244 | 1,119 | New |
| 17 | Institute for Wealth Management, LLC. | $37,464 | 759 | New |
| 18 | CoreCap Advisors, LLC | $19,703 | 399 | Hold |
| 19 | SOA Wealth Advisors, LLC. | $17,976 | 364 | Added |
| 20 | IFP Advisors, Inc | $9,629 | 195 | Trimmed |
| 21 | Farther Finance Advisors, LLC | $8,014 | 162 | Added |
| 22 | Key Capital Management, INC | $6,370 | 129 | Added |
| 23 | Cape Investment Advisory, Inc. | $4,938 | 100 | New |
| 24 | COUNTRY TRUST BANK | $1,284 | 26 | Hold |
| 25 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $0 | 0 | Exited |