| 1 | ENVESTNET ASSET MANAGEMENT INC | $26.6M | 741,400 | Added |
| 2 | TRUIST FINANCIAL CORP | $15.1M | 421,298 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $5.9M | 163,464 | Added |
| 4 | Avidian Wealth Enterprises, LLC | $4.8M | 132,372 | Trimmed |
| 5 | TCFG Investment Advisors, LLC | $2.7M | 75,567 | New |
| 6 | MGO ONE SEVEN LLC | $2.4M | 65,525 | New |
| 7 | D.A. DAVIDSON & CO. | $2.2M | 60,472 | Added |
| 8 | Heritage Wealth Management, Inc. | $1.9M | 54,002 | Added |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.8M | 49,927 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 39,233 | Trimmed |
| 11 | Intrua Financial, LLC | $980,264 | 27,313 | New |
| 12 | Well Done, LLC | $933,858 | 26,020 | New |
| 13 | Private Advisor Group, LLC | $810,559 | 22,585 | Trimmed |
| 14 | HB Wealth Management, LLC | $634,347 | 17,674 | Added |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $485,775 | 13,535 | Added |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $417,221 | 11,625 | New |
| 17 | TruNorth Capital Management, LLC | $401,466 | 11,186 | New |
| 18 | PUREfi Wealth, LLC | $389,586 | 10,855 | Hold |
| 19 | Prospera Financial Services Inc | $322,792 | 8,994 | New |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $291,229 | 8,155 | New |
| 21 | Cornerstone Wealth Management, LLC | $266,447 | 7,424 | Trimmed |
| 22 | Indivisible Partners | $240,547 | 6,702 | Added |
| 23 | FULTON BREAKEFIELD BROENNIMAN LLC | $227,686 | 6,344 | Hold |
| 24 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $212,720 | 5,927 | Trimmed |
| 25 | AE Wealth Management LLC | $98,949 | 2,757 | New |