| 1 | Annex Advisory Services, LLC | $89.4M | 3.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $16.8M | 627,610 | Trimmed |
| 3 | CONNING INC. | $13.2M | 490,000 | Hold |
| 4 | RATIONAL ADVISORS, INC. | $12.0M | 448,880 | Added |
| 5 | Maltin Wealth Management, Inc. | $8.1M | 300,098 | Added |
| 6 | Elevation Capital Advisory, LLC | $7.7M | 286,420 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.0M | 186,366 | Added |
| 8 | TRUIST FINANCIAL CORP | $5.0M | 186,083 | Trimmed |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | $4.7M | 176,679 | Trimmed |
| 10 | Oceanside Advisors LLC | $3.7M | 137,047 | Added |
| 11 | Hudson Capital Management LLC | $3.6M | 135,219 | Added |
| 12 | MONEY CONCEPTS CAPITAL CORP | $3.6M | 133,199 | Added |
| 13 | Lakeshore Capital Group, Inc. | $3.3M | 121,389 | Added |
| 14 | Astoria Portfolio Advisors LLC. | $2.8M | 104,072 | Trimmed |
| 15 | Mirae Asset Global Investments Co., Ltd. | $2.7M | 100,140 | Added |
| 16 | PFG Investments, LLC | $2.2M | 81,099 | Added |
| 17 | AE Wealth Management LLC | $2.0M | 75,891 | Added |
| 18 | TI-TRUST, INC | $2.0M | 73,462 | Hold |
| 19 | ANDERSON HOAGLAND & CO | $1.5M | 55,462 | Trimmed |
| 20 | GUIDANCE CAPITAL, INC | $962,496 | 36,071 | Added |
| 21 | Kestra Advisory Services, LLC | $894,669 | 33,333 | Trimmed |
| 22 | Savvy Advisors, Inc. | $855,930 | 31,890 | Trimmed |
| 23 | United Asset Strategies, Inc. | $793,259 | 29,555 | Added |
| 24 | Glassy Mountain Advisors, Inc. | $776,221 | 28,920 | Added |
| 25 | Whipplewood Advisors, LLC | $754,097 | 28,096 | Trimmed |