| 1 | AE Wealth Management LLC | $28.0M | 575,306 | Added |
| 2 | ARVEST INVESTMENTS, INC. | $24.1M | 494,745 | Added |
| 3 | CENTRAL BANK & TRUST CO | $9.4M | 194,047 | Added |
| 4 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $4.8M | 99,078 | Added |
| 5 | Krilogy Financial LLC | $3.5M | 72,956 | Added |
| 6 | Ocean Park Asset Management, LLC | $3.1M | 63,286 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48,362 | Added |
| 8 | GUIDANCE CAPITAL, INC | $1.9M | 39,688 | Added |
| 9 | Rosenberg Matthew Hamilton | $1.5M | 30,714 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 29,523 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.0M | 20,778 | Added |
| 12 | Ethos Capital Management, Inc. | $970,614 | 19,951 | Trimmed |
| 13 | MMA ASSET MANAGEMENT LLC | $626,126 | 12,870 | Added |
| 14 | Heck Capital Advisors, LLC | $620,985 | 12,764 | Trimmed |
| 15 | City Center Advisors, LLC | $561,757 | 11,547 | Added |
| 16 | Columbus Macro, LLC | $429,044 | 8,819 | Trimmed |
| 17 | IFP Advisors, Inc | $382,827 | 7,869 | Added |
| 18 | Ridgewood Investments LLC | $336,026 | 6,907 | Hold |
| 19 | Kestra Advisory Services, LLC | $321,481 | 6,608 | Added |
| 20 | Wealthcare Advisory Partners LLC | $315,483 | 6,485 | Added |
| 21 | Knights of Columbus Asset Advisors LLC | $308,684 | 6,345 | New |
| 22 | TRUIST FINANCIAL CORP | $260,083 | 5,346 | Added |
| 23 | Elevated Capital Advisors, LLC | $121,765 | 2,503 | Trimmed |
| 24 | HORIZON FINANCIAL SERVICES, LLC | $87,911 | 1,807 | Trimmed |
| 25 | ST GERMAIN D J CO INC | $78,472 | 1,613 | Hold |