| 1 | Decker Wealth Management LLC | $18.3M | 386,400 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 200,565 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 171,452 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $6.1M | 129,097 | Trimmed |
| 5 | Hartford Financial Management Inc. | $5.8M | 121,510 | Added |
| 6 | Spectrum Asset Management, Inc. (NB/CA) | $5.6M | 118,323 | Trimmed |
| 7 | Ritter Daniher Financial Advisory LLC / DE | $4.4M | 92,646 | Trimmed |
| 8 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 82,308 | Added |
| 9 | REAP Financial Group, LLC | $3.7M | 78,584 | Trimmed |
| 10 | Santori & Peters, Inc. | $2.3M | 48,048 | Trimmed |
| 11 | Ignite Planners, LLC | $2.2M | 45,749 | Trimmed |
| 12 | BEACON FINANCIAL GROUP | $2.1M | 44,039 | Trimmed |
| 13 | Strategic Blueprint, LLC | $2.0M | 41,557 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.9M | 40,085 | Trimmed |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | $1.7M | 36,876 | Hold |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | $1.7M | 36,106 | Trimmed |
| 17 | MONEY CONCEPTS CAPITAL CORP | $1.7M | 35,478 | Trimmed |
| 18 | Clear Creek Financial Management, LLC | $1.6M | 33,806 | Added |
| 19 | Nova Wealth Management, Inc. | $1.4M | 28,998 | Trimmed |
| 20 | Commonwealth Financial Services, LLC | $1.4M | 28,772 | Hold |
| 21 | SPINNAKER TRUST | $1.2M | 25,674 | Trimmed |
| 22 | Integrity Financial Corp /WA | $1.2M | 24,937 | Trimmed |
| 23 | LifeWealth Investments, LLC | $996,438 | 21,033 | Trimmed |
| 24 | WORLD EQUITY GROUP, INC. | $904,389 | 19,090 | Hold |
| 25 | TRUIST FINANCIAL CORP | $816,129 | 17,227 | Added |