| 1 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 220,384 | Added |
| 2 | Kestra Advisory Services, LLC | $9.6M | 212,578 | Added |
| 3 | REAP Financial Group, LLC | $6.8M | 150,530 | Trimmed |
| 4 | Horizon Investments, LLC | $6.4M | 141,778 | Added |
| 5 | TRUIST FINANCIAL CORP | $6.1M | 136,303 | Trimmed |
| 6 | Spectrum Asset Management, Inc. (NB/CA) | $6.1M | 134,686 | Trimmed |
| 7 | Janney Montgomery Scott LLC | $6.0M | 132,963 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $5.4M | 120,382 | Trimmed |
| 9 | Tanglewood Legacy Advisors, LLC | $4.5M | 101,178 | Trimmed |
| 10 | Cetera Investment Advisers | $4.0M | 88,631 | Trimmed |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 72,155 | Added |
| 12 | CWM, LLC | $3.3M | 73,175 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 66,965 | Trimmed |
| 14 | HARBOUR INVESTMENTS, INC. | $2.9M | 65,046 | Added |
| 15 | Decker Wealth Management LLC | $2.1M | 46,506 | Trimmed |
| 16 | LPL Financial LLC | $2.0M | 44,447 | Added |
| 17 | OSAIC HOLDINGS, INC. | $1.9M | 42,820 | Trimmed |
| 18 | Wood Tarver Financial Group, LLC | $1.5M | 33,443 | Trimmed |
| 19 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $1.5M | 32,998 | Trimmed |
| 20 | Mutual Advisors, LLC | $1.4M | 31,695 | Trimmed |
| 21 | Ritter Daniher Financial Advisory LLC / DE | $1.3M | 28,701 | Hold |
| 22 | TopTier Wealth Management, LLC | $1.2M | 27,691 | Hold |
| 23 | Kovack Advisors, Inc. | $1.2M | 25,897 | Added |
| 24 | Sloy Dahl & Holst, LLC | $993,134 | 22,105 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $961,000 | 21,393 | Added |