| 1 | ENVESTNET ASSET MANAGEMENT INC | $70.2M | 1.5M | Added |
| 2 | Ocean Park Asset Management, LLC | $12.2M | 265,700 | New |
| 3 | Vawter Financial, Ltd. | $6.3M | 135,858 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.0M | 129,768 | Added |
| 5 | MISSION WEALTH MANAGEMENT, LP | $5.6M | 120,802 | Added |
| 6 | Royal Fund Management, LLC | $5.4M | 116,306 | Added |
| 7 | Windsor Capital Management, LLC | $4.9M | 105,925 | Trimmed |
| 8 | ASSETMARK, INC | $4.2M | 91,277 | Trimmed |
| 9 | PRINCIPAL SECURITIES, INC. | $2.5M | 54,541 | Added |
| 10 | ALBION FINANCIAL GROUP /UT | $2.4M | 52,785 | Added |
| 11 | Investment Partners Asset Management, Inc. | $2.2M | 48,060 | Added |
| 12 | PARK AVENUE SECURITIES LLC | $1.7M | 37,026 | Added |
| 13 | Fifth Third Securities, Inc. | $1.7M | 36,533 | Added |
| 14 | Nolet Wealth Management, LLC | $1.1M | 23,506 | Hold |
| 15 | 5T Wealth, LLC | $1.0M | 22,298 | Trimmed |
| 16 | Simmons Bank | $819,527 | 17,779 | Added |
| 17 | MN Wealth Advisors, LLC | $790,174 | 17,142 | Added |
| 18 | Dynamic Advisor Solutions LLC | $763,746 | 16,569 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $744,806 | 16,158 | Added |
| 20 | Kestra Advisory Services, LLC | $630,223 | 13,672 | New |
| 21 | Independent Wealth Network Inc. | $606,311 | 13,154 | Added |
| 22 | Ascent Group, LLC | $476,024 | 10,327 | Added |
| 23 | IFP Advisors, Inc | $334,788 | 7,263 | Added |
| 24 | Miracle Mile Advisors, LLC | $327,920 | 7,114 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $313,353 | 6,798 | Added |