| 1 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 298,703 | Added |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | $11.2M | 255,370 | Trimmed |
| 3 | REAP Financial Group, LLC | $10.0M | 227,985 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $7.8M | 176,952 | Trimmed |
| 5 | Cetera Investment Advisers | $5.6M | 126,827 | Added |
| 6 | CWM, LLC | $5.5M | 125,930 | Trimmed |
| 7 | WINNOW WEALTH LLC | $5.0M | 113,643 | Trimmed |
| 8 | Wood Tarver Financial Group, LLC | $4.2M | 95,753 | Trimmed |
| 9 | MML INVESTORS SERVICES, LLC | $4.0M | 91,025 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 88,464 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.8M | 87,001 | Trimmed |
| 12 | Advyzon Investment Management, LLC | $3.6M | 80,813 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $3.5M | 78,866 | Trimmed |
| 14 | FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 72,970 | Added |
| 15 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $3.3M | 74,812 | Trimmed |
| 16 | LPL Financial LLC | $3.0M | 67,546 | Trimmed |
| 17 | Maia Wealth LLC | $2.8M | 64,478 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $2.6M | 59,609 | Added |
| 19 | LifeWealth Investments, LLC | $2.5M | 56,445 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $2.4M | 55,236 | Added |
| 21 | Jaffetilchin Investment Partners, LLC | $2.4M | 53,770 | Hold |
| 22 | Hardworking Capital Advisors, LLC | $2.0M | 45,546 | Trimmed |
| 23 | Ignite Planners, LLC | $1.7M | 38,301 | Hold |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.7M | 37,786 | Added |
| 25 | Janney Montgomery Scott LLC | $1.6M | 36,487 | Added |