| 1 | Centennial Wealth Advisory LLC | $16.8M | 648,162 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 342,394 | Added |
| 3 | ASSETMARK, INC | $3.2M | 125,437 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 81,899 | Trimmed |
| 5 | SageGuard Financial Group, LLC | $2.0M | 79,037 | Trimmed |
| 6 | Lunt Capital Management, Inc. | $1.8M | 69,599 | Trimmed |
| 7 | Marshall Financial Group, LLC | $1.5M | 57,618 | Trimmed |
| 8 | Financial Network Wealth Advisors LLC | $1.1M | 43,765 | Trimmed |
| 9 | Financial Guidance Group, Inc. | $1.0M | 40,375 | Trimmed |
| 10 | Gateway Wealth Partners, LLC | $949,621 | 36,686 | Trimmed |
| 11 | Valtinson Bruner Financial Planning LLC | $941,308 | 36,365 | Hold |
| 12 | Atria Investments, Inc | $795,886 | 30,747 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $511,000 | 19,749 | Trimmed |
| 14 | Quad-Cities Investment Group, LLC | $398,396 | 15,391 | Hold |
| 15 | TRUIST FINANCIAL CORP | $381,778 | 14,749 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $330,001 | 12,707 | Added |
| 17 | BARRETT & COMPANY, INC. | $291,154 | 11,248 | Trimmed |
| 18 | IFP Advisors, Inc | $223,206 | 8,623 | Hold |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $215,777 | 8,336 | Trimmed |
| 20 | IAMS WEALTH MANAGEMENT, LLC | $206,330 | 7,971 | New |
| 21 | DHJJ Financial Advisors, Ltd. | $61,348 | 2,370 | Hold |
| 22 | Trust Co | $41,002 | 1,584 | Hold |
| 23 | Nova Wealth Management, Inc. | $8,775 | 339 | Hold |
| 24 | AMERICAN NATIONAL BANK & TRUST | $6,963 | 269 | Hold |
| 25 | JFS WEALTH ADVISORS, LLC | $3,857 | 149 | New |