| 1 | ENVESTNET ASSET MANAGEMENT INC | $13.7M | 273,960 | Added |
| 2 | Decker Wealth Management LLC | $8.2M | 163,972 | Trimmed |
| 3 | Commonwealth Financial Services, LLC | $7.3M | 144,633 | Trimmed |
| 4 | Ignite Planners, LLC | $7.1M | 141,107 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $6.7M | 133,976 | Trimmed |
| 6 | WINNOW WEALTH LLC | $5.2M | 104,449 | Trimmed |
| 7 | Ritter Daniher Financial Advisory LLC / DE | $5.1M | 101,806 | Trimmed |
| 8 | REAP Financial Group, LLC | $4.8M | 96,489 | Trimmed |
| 9 | Foguth Wealth Management, LLC. | $4.3M | 86,157 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $4.1M | 82,023 | Trimmed |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 77,473 | Trimmed |
| 12 | LifeWealth Investments, LLC | $3.7M | 73,130 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $3.5M | 69,858 | Trimmed |
| 14 | Comprehensive Financial Consultants Institutional, Inc. | $2.9M | 58,637 | Trimmed |
| 15 | Nova Wealth Management, Inc. | $2.7M | 52,997 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 34,770 | Trimmed |
| 17 | Spire Wealth Management | $1.5M | 29,040 | Trimmed |
| 18 | Kovack Advisors, Inc. | $1.4M | 27,620 | Added |
| 19 | Hartford Financial Management Inc. | $1.2M | 23,332 | Trimmed |
| 20 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.1M | 22,576 | Hold |
| 21 | Ferguson Shapiro LLC | $1.0M | 20,741 | Trimmed |
| 22 | Falcon Wealth Planning | $1.0M | 20,373 | Hold |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | $979,883 | 19,541 | Trimmed |
| 24 | Gaddis Premier Wealth Advisors LLC | $886,764 | 17,684 | Trimmed |
| 25 | Claro Advisors LLC | $862,846 | 17,207 | Trimmed |