| 1 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 368,468 | Added |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | $12.1M | 254,816 | Trimmed |
| 3 | REAP Financial Group, LLC | $10.6M | 222,958 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $6.0M | 126,233 | Trimmed |
| 5 | WINNOW WEALTH LLC | $5.2M | 109,924 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 87,804 | Trimmed |
| 7 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 82,148 | Added |
| 8 | Maia Wealth LLC | $3.0M | 62,732 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $2.8M | 59,115 | Trimmed |
| 10 | LifeWealth Investments, LLC | $2.6M | 55,849 | Trimmed |
| 11 | Hardworking Capital Advisors, LLC | $2.0M | 42,426 | Trimmed |
| 12 | Ignite Planners, LLC | $1.8M | 38,301 | Hold |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.6M | 33,106 | Trimmed |
| 14 | Prospera Financial Services Inc | $1.3M | 27,189 | Trimmed |
| 15 | Kovack Advisors, Inc. | $1.2M | 25,672 | Added |
| 16 | Signal Advisors Wealth, LLC | $1.2M | 25,440 | Trimmed |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | $1.2M | 25,354 | Trimmed |
| 18 | J.W. COLE ADVISORS, INC. | $1.1M | 23,060 | New |
| 19 | Integrity Financial Corp /WA | $875,790 | 18,461 | Trimmed |
| 20 | Nova Wealth Management, Inc. | $818,055 | 17,244 | Trimmed |
| 21 | McKinley Carter Wealth Services, Inc. | $803,349 | 16,934 | Hold |
| 22 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $733,185 | 15,455 | Hold |
| 23 | Onyx Bridge Wealth Group LLC | $712,169 | 15,012 | Hold |
| 24 | PRECEDENT WEALTH PARTNERS, LLC | $702,776 | 14,814 | Hold |
| 25 | First Heartland Consultants, Inc. | $636,502 | 13,417 | Hold |