| 1 | ENVESTNET ASSET MANAGEMENT INC | $65.6M | 492,734 | Added |
| 2 | ERn Financial, LLC | $9.5M | 71,005 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $6.6M | 49,782 | Added |
| 4 | Sunpointe, LLC | $6.6M | 49,334 | Hold |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6.6M | 49,223 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 48,959 | Added |
| 7 | Networth Advisors, LLC | $5.2M | 39,204 | Added |
| 8 | Farther Finance Advisors, LLC | $5.1M | 38,666 | Added |
| 9 | Slagle Financial, LLC | $4.8M | 36,280 | Added |
| 10 | IFP Advisors, Inc | $4.3M | 32,678 | Added |
| 11 | AE Wealth Management LLC | $3.8M | 28,205 | Added |
| 12 | TRUIST FINANCIAL CORP | $3.4M | 25,389 | Trimmed |
| 13 | Prosperity Financial Group, Inc. | $3.2M | 23,938 | Added |
| 14 | Koenig Investment Advisory, LLC | $2.1M | 15,540 | Trimmed |
| 15 | Dominguez Wealth Management Solutions, Inc. | $1.6M | 11,692 | Trimmed |
| 16 | Owen LaRue, LLC | $775,164 | 5,824 | Trimmed |
| 17 | Financial Partners Group, Inc | $580,100 | 4,358 | Trimmed |
| 18 | Wealthcare Advisory Partners LLC | $419,260 | 3,150 | Hold |
| 19 | Realta Investment Advisors | $407,281 | 3,060 | Added |
| 20 | KEYBANK NATIONAL ASSOCIATION/OH | $386,383 | 2,903 | New |
| 21 | Kestra Advisory Services, LLC | $296,676 | 2,229 | Trimmed |
| 22 | Crestwood Advisors Group, LLC | $229,994 | 1,728 | New |
| 23 | J.W. COLE ADVISORS, INC. | $221,875 | 1,667 | New |
| 24 | Pine Valley Investments Ltd Liability Co | $216,419 | 1,626 | Added |
| 25 | FAS Wealth Partners, Inc. | $174,759 | 1,313 | New |