| 1 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 352,821 | Added |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | $11.0M | 246,980 | Trimmed |
| 3 | Decker Wealth Management LLC | $8.5M | 190,477 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $8.3M | 185,940 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 102,548 | Trimmed |
| 6 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 86,759 | Added |
| 7 | Ignite Planners, LLC | $1.8M | 40,554 | Hold |
| 8 | REAP Financial Group, LLC | $1.7M | 38,060 | Added |
| 9 | Foguth Wealth Management, LLC. | $1.5M | 33,980 | Trimmed |
| 10 | WETZEL INVESTMENT ADVISORS, INC. | $1.5M | 32,783 | Trimmed |
| 11 | Kovack Advisors, Inc. | $1.4M | 30,430 | Trimmed |
| 12 | Integrity Financial Corp /WA | $1.2M | 26,825 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.1M | 25,131 | Added |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $1.0M | 23,222 | Hold |
| 15 | Signal Advisors Wealth, LLC | $791,765 | 17,700 | New |
| 16 | Clear Creek Financial Management, LLC | $789,931 | 17,659 | Added |
| 17 | OPPENHEIMER & CO INC | $682,663 | 15,261 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $678,547 | 15,169 | Trimmed |
| 19 | RFG Advisory, LLC | $664,412 | 14,853 | Added |
| 20 | Ethic Inc. | $636,946 | 14,239 | New |
| 21 | Buck Wealth Strategies, LLC | $600,802 | 13,431 | Hold |
| 22 | McKinley Carter Wealth Services, Inc. | $514,424 | 11,500 | Trimmed |
| 23 | JIM SAULNIER & ASSOCIATES, LLC | $448,130 | 10,018 | Hold |
| 24 | Oakmont Advisory Group, LLC | $438,125 | 9,794 | New |
| 25 | Atria Investments, Inc | $382,060 | 8,541 | New |