| 1 | INTEGRAL INVESTMENT ADVISORS, INC. | $15.7M | 296,555 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 256,223 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 111,361 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.0M | 76,000 | Added |
| 5 | Fragasso Financial Advisors Inc | $3.4M | 63,507 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $3.0M | 57,326 | Trimmed |
| 7 | Berkshire Money Management, Inc. | $2.9M | 55,587 | Hold |
| 8 | Wealthquest Corp | $2.3M | 43,921 | Trimmed |
| 9 | Global Assets Advisory, LLC | $2.2M | 40,715 | New |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.9M | 36,710 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $1.9M | 36,320 | Hold |
| 12 | Weaver Consulting Group | $1.4M | 27,090 | Trimmed |
| 13 | Diligent Investors, LLC | $1.3M | 25,131 | Trimmed |
| 14 | Maltin Wealth Management, Inc. | $1.2M | 23,473 | Hold |
| 15 | Lantz Financial LLC | $1.2M | 22,899 | Trimmed |
| 16 | DHJJ Financial Advisors, Ltd. | $1.2M | 21,961 | Trimmed |
| 17 | Atria Investments, Inc | $1.1M | 20,706 | Trimmed |
| 18 | FORONJY FINANCIAL LLC | $1.0M | 19,415 | Added |
| 19 | My Personal CFO, LLC | $1.0M | 19,400 | Trimmed |
| 20 | Spire Wealth Management | $967,090 | 18,240 | Added |
| 21 | City Center Advisors, LLC | $845,481 | 15,946 | Trimmed |
| 22 | Caliber Wealth Management, LLC / KS | $778,408 | 14,681 | Hold |
| 23 | Valtinson Bruner Financial Planning LLC | $726,235 | 13,697 | Hold |
| 24 | Dynamic Advisor Solutions LLC | $721,676 | 13,611 | Trimmed |
| 25 | Krilogy Financial LLC | $684,932 | 12,918 | Trimmed |