| 1 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 217,664 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 176,888 | Added |
| 3 | Spectrum Asset Management, Inc. (NB/CA) | $7.1M | 139,879 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $5.7M | 112,772 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.6M | 90,157 | Trimmed |
| 6 | FOUNDERS FINANCIAL SECURITIES LLC | $4.0M | 78,268 | Added |
| 7 | BEACON FINANCIAL GROUP | $3.8M | 74,494 | Trimmed |
| 8 | LifeWealth Investments, LLC | $3.3M | 65,247 | Trimmed |
| 9 | REAP Financial Group, LLC | $2.2M | 42,693 | Trimmed |
| 10 | PRECEDENT WEALTH PARTNERS, LLC | $2.1M | 40,701 | Added |
| 11 | MGO ONE SEVEN LLC | $1.8M | 35,492 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $1.7M | 33,648 | Trimmed |
| 13 | Camelot Portfolios, LLC | $1.5M | 30,414 | Trimmed |
| 14 | Ignite Planners, LLC | $1.5M | 29,258 | Trimmed |
| 15 | Kovack Advisors, Inc. | $1.3M | 25,805 | Added |
| 16 | Integrity Financial Corp /WA | $1.2M | 24,233 | Trimmed |
| 17 | Madrona Financial Services, LLC | $1.1M | 21,533 | Hold |
| 18 | MONEY CONCEPTS CAPITAL CORP | $936,836 | 18,554 | Trimmed |
| 19 | Buck Wealth Strategies, LLC | $894,422 | 17,714 | Hold |
| 20 | WEDBUSH SECURITIES INC | $885,000 | 17,525 | Added |
| 21 | CASCADE INVESTMENT GROUP, INC. | $875,286 | 17,335 | Hold |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $837,127 | 16,487 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $770,501 | 15,260 | Added |
| 24 | Ritter Daniher Financial Advisory LLC / DE | $728,101 | 14,420 | Trimmed |
| 25 | IFP Advisors, Inc | $723,607 | 14,331 | Added |