| 1 | ENVESTNET ASSET MANAGEMENT INC | $41.6M | 891,078 | Added |
| 2 | ASSETMARK, INC | $16.6M | 354,563 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 205,015 | Added |
| 4 | Atria Investments, Inc | $8.3M | 178,176 | New |
| 5 | REAP Financial Group, LLC | $8.0M | 170,547 | Added |
| 6 | Valtinson Bruner Financial Planning LLC | $6.9M | 146,856 | Trimmed |
| 7 | NEW WAVE WEALTH ADVISORS LLC | $5.4M | 115,024 | New |
| 8 | BAM Wealth Management, LLC | $4.7M | 100,600 | New |
| 9 | STEPHENS INC /AR/ | $4.1M | 87,483 | Added |
| 10 | Signal Advisors Wealth, LLC | $3.9M | 84,120 | Added |
| 11 | Kestra Advisory Services, LLC | $3.7M | 79,123 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $3.5M | 75,881 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.8M | 59,884 | Added |
| 14 | Integrity Financial Corp /WA | $2.5M | 53,167 | Added |
| 15 | FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 35,140 | Added |
| 16 | FWG Investments, LLC. | $1.6M | 34,469 | Added |
| 17 | Apollon Wealth Management, LLC | $1.5M | 33,083 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.5M | 32,098 | New |
| 19 | RiverTree Advisors, LLC | $1.4M | 30,275 | Added |
| 20 | Fragasso Financial Advisors Inc | $1.4M | 30,115 | Trimmed |
| 21 | Diligent Investors, LLC | $1.3M | 27,250 | Added |
| 22 | MTM Investment Management, LLC | $1.2M | 26,395 | Hold |
| 23 | MGO ONE SEVEN LLC | $1.1M | 24,423 | Added |
| 24 | Kovack Advisors, Inc. | $1.1M | 24,215 | New |
| 25 | McKinley Carter Wealth Services, Inc. | $1.1M | 24,172 | Hold |