| 1 | ENVESTNET ASSET MANAGEMENT INC | $33.4M | 1.2M | Trimmed |
| 2 | RAINEY & RANDALL WEALTH ADVISORS INC. | $9.9M | 356,683 | Added |
| 3 | First Heartland Consultants, Inc. | $7.3M | 263,347 | Added |
| 4 | CITIGROUP INC | $6.8M | 244,561 | Trimmed |
| 5 | Antonelli Financial Advisors, LLC | $3.9M | 138,871 | Trimmed |
| 6 | BKM Wealth Management, LLC | $3.2M | 116,580 | Added |
| 7 | PARK AVENUE SECURITIES LLC | $3.2M | 115,103 | Added |
| 8 | Choice Wealth Advisors, LLC | $2.5M | 89,674 | Trimmed |
| 9 | Fermata Advisors, LLC | $2.3M | 83,630 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.6M | 58,426 | Added |
| 11 | Ipsen Advisor Group LLC | $1.6M | 57,742 | Added |
| 12 | CERTUITY, LLC | $1.6M | 56,286 | Hold |
| 13 | Israel Discount Bank of New York | $1.4M | 50,181 | Added |
| 14 | TRUIST FINANCIAL CORP | $1.4M | 49,373 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 46,452 | Trimmed |
| 16 | Manske Wealth Management | $1.1M | 40,664 | Added |
| 17 | Revisor Wealth Management LLC | $1.1M | 39,282 | Trimmed |
| 18 | Navigation Group, LLC | $1.1M | 38,075 | Trimmed |
| 19 | Atlas Legacy Advisors, LLC | $891,852 | 32,081 | Added |
| 20 | LWM Advisory Services, LLC | $792,600 | 28,511 | Trimmed |
| 21 | RFG Advisory, LLC | $781,439 | 28,109 | Added |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | $704,341 | 25,336 | New |
| 23 | RIVERCHASE WEALTH MANAGEMENT, LLC | $675,623 | 24,303 | Hold |
| 24 | Farther Finance Advisors, LLC | $594,308 | 21,378 | Added |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $556,136 | 20,005 | Added |