| 1 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 440,916 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 302,803 | Trimmed |
| 3 | CFS Investment Advisory Services, LLC | $6.2M | 207,490 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $4.7M | 157,269 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $3.9M | 130,176 | Added |
| 6 | Keystone Financial Group | $3.4M | 112,128 | Trimmed |
| 7 | BEACON FINANCIAL GROUP | $2.2M | 72,614 | Trimmed |
| 8 | EHRLICH FINANCIAL GROUP | $1.8M | 61,005 | Trimmed |
| 9 | Midwest Capital Advisors, LLC | $1.4M | 47,494 | Trimmed |
| 10 | NVWM, LLC | $1.3M | 43,263 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $862,565 | 28,733 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $646,000 | 21,496 | Added |
| 13 | TSFG, LLC | $631,000 | 21,017 | Added |
| 14 | Cornerstone Wealth Management, LLC | $592,474 | 19,736 | Added |
| 15 | J.W. COLE ADVISORS, INC. | $570,357 | 18,999 | New |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $457,315 | 15,507 | Trimmed |
| 17 | IFP Advisors, Inc | $372,518 | 12,409 | Added |
| 18 | SAGESPRING WEALTH PARTNERS, LLC | $356,253 | 11,867 | Added |
| 19 | Clarity Asset Management, Inc. | $292,425 | 9,741 | Added |
| 20 | Cornerstone Planning Group LLC | $269,236 | 9,050 | Added |
| 21 | INVESTMENT PARTNERS, LTD. | $226,915 | 7,559 | Added |
| 22 | PRIVATE TRUST CO NA | $209,450 | 6,977 | Added |
| 23 | Vision Retirement, LLC | $162,807 | 5,423 | Trimmed |
| 24 | ASSETMARK, INC | $144,846 | 4,825 | Trimmed |
| 25 | Spire Wealth Management | $90,060 | 3,000 | Hold |