| 1 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 300,279 | Added |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | $12.9M | 273,257 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 171,620 | Added |
| 4 | Kestra Advisory Services, LLC | $7.0M | 149,318 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $6.8M | 143,853 | Added |
| 6 | REAP Financial Group, LLC | $6.8M | 143,662 | Trimmed |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $3.8M | 81,461 | Added |
| 8 | Maia Wealth LLC | $3.0M | 63,700 | New |
| 9 | Strategic Blueprint, LLC | $2.6M | 55,931 | New |
| 10 | Decker Wealth Management LLC | $2.3M | 47,889 | Added |
| 11 | Kovack Advisors, Inc. | $2.2M | 47,670 | Added |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $2.2M | 46,326 | Added |
| 13 | Commonwealth Financial Services, LLC | $1.5M | 32,294 | New |
| 14 | NEW WAVE WEALTH ADVISORS LLC | $1.4M | 29,400 | New |
| 15 | TopTier Wealth Management, LLC | $1.3M | 27,691 | Hold |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.2M | 25,790 | Added |
| 17 | Ignite Planners, LLC | $1.2M | 25,144 | Added |
| 18 | Maltin Wealth Management, Inc. | $1.1M | 24,014 | New |
| 19 | Integrity Financial Corp /WA | $909,275 | 19,297 | Trimmed |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | $862,673 | 18,308 | Trimmed |
| 21 | MONEY CONCEPTS CAPITAL CORP | $849,951 | 18,038 | Hold |
| 22 | Santori & Peters, Inc. | $801,605 | 17,012 | Added |
| 23 | AlphaStar Capital Management, LLC | $779,600 | 16,545 | Added |
| 24 | Nova Wealth Management, Inc. | $707,695 | 15,019 | Added |
| 25 | WETZEL INVESTMENT ADVISORS, INC. | $686,256 | 14,564 | Trimmed |