| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.0M | 1.4M | Trimmed |
| 2 | Kestra Advisory Services, LLC | $30.3M | 1.1M | Trimmed |
| 3 | Jacobi Capital Management LLC | $26.4M | 943,844 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $25.3M | 905,535 | Added |
| 5 | TRUIST FINANCIAL CORP | $23.9M | 856,887 | Added |
| 6 | Rise Advisors, LLC | $19.7M | 706,069 | Added |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $18.5M | 660,799 | Added |
| 8 | ARQ WEALTH ADVISORS, LLC | $11.9M | 425,045 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $6.3M | 225,909 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 207,503 | Added |
| 11 | BOS Asset Management, LLC | $5.3M | 189,273 | New |
| 12 | Richmond Investment Services, LLC | $4.8M | 170,429 | Trimmed |
| 13 | AdvisorNet Financial, Inc | $4.6M | 165,122 | Added |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.5M | 126,879 | Added |
| 15 | Private Advisor Group, LLC | $3.3M | 118,096 | Added |
| 16 | Prospera Financial Services Inc | $2.8M | 100,507 | Added |
| 17 | Brookstone Capital Management | $2.6M | 91,644 | Added |
| 18 | Comprehensive Financial Consultants Institutional, Inc. | $2.6M | 91,357 | Added |
| 19 | WOLFF WIESE MAGANA LLC | $2.3M | 83,946 | Hold |
| 20 | Atlas Private Wealth Advisors | $2.1M | 74,601 | Trimmed |
| 21 | Prosperity Financial Group, Inc. | $1.8M | 63,174 | Trimmed |
| 22 | Paragon Private Wealth Management, LLC | $1.5M | 53,247 | Added |
| 23 | Pinnacle Wealth Management Group, Inc. | $1.5M | 52,807 | New |
| 24 | Atria Investments, Inc | $1.4M | 48,875 | Trimmed |
| 25 | Apollon Wealth Management, LLC | $1.3M | 45,719 | Added |