| 1 | ENVESTNET ASSET MANAGEMENT INC | $34.8M | 304,748 | Trimmed |
| 2 | D.A. DAVIDSON & CO. | $32.5M | 284,370 | Trimmed |
| 3 | DAVIDSON INVESTMENT ADVISORS | $28.7M | 251,532 | Added |
| 4 | Crews Bank & Trust | $16.3M | 143,137 | Trimmed |
| 5 | Ironwood Financial, llc | $13.2M | 115,285 | Trimmed |
| 6 | Financial Architects, LLC | $9.4M | 82,322 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 67,089 | Added |
| 8 | First Heartland Consultants, Inc. | $7.1M | 61,853 | Added |
| 9 | Elmwood Wealth Management, Inc. | $5.2M | 45,476 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $4.6M | 39,906 | Added |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $2.8M | 24,862 | Added |
| 12 | Pembroke Management, LTD | $2.7M | 23,623 | Hold |
| 13 | ZWJ INVESTMENT COUNSEL INC | $2.5M | 21,642 | Trimmed |
| 14 | XY Planning Network, Inc. | $2.3M | 20,498 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 18,959 | Added |
| 16 | UNIQUE WEALTH, LLC | $2.1M | 18,606 | Added |
| 17 | Goodman Financial Corp | $2.1M | 18,326 | Added |
| 18 | TRUIST FINANCIAL CORP | $2.0M | 17,686 | Added |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $2.0M | 17,115 | Added |
| 20 | Selby Wealth Management, LLC | $1.9M | 16,499 | Trimmed |
| 21 | Gilbert Capital Group, Inc. | $1.4M | 12,128 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.3M | 11,702 | Added |
| 23 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $1.3M | 11,488 | Added |
| 24 | Bangor Savings Bank | $1.3M | 10,953 | Trimmed |
| 25 | Sage Investment Counsel LLC | $1.2M | 10,812 | Added |