| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $72.7M | 1.5M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $18.5M | 380,600 | Added |
| 3 | Financial Partners Group, Inc | $17.2M | 355,392 | Added |
| 4 | CITIGROUP INC | $16.8M | 345,764 | Trimmed |
| 5 | SlateStone Wealth, LLC | $16.4M | 339,168 | Trimmed |
| 6 | EnRich Financial Partners LLC | $9.1M | 187,384 | Added |
| 7 | Ocean Park Asset Management, LLC | $5.6M | 116,300 | New |
| 8 | VAQUERO PRIVATE WEALTH, LTD | $4.9M | 101,674 | New |
| 9 | Plan Group Financial, LLC | $4.9M | 101,321 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 93,322 | Added |
| 11 | Cyndeo Wealth Partners, LLC | $4.5M | 92,000 | Hold |
| 12 | ASHTON THOMAS SECURITIES, LLC | $4.1M | 83,662 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 83,319 | Added |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.8M | 77,917 | Added |
| 15 | MBL Wealth, LLC | $3.8M | 77,605 | Trimmed |
| 16 | Private Advisor Group, LLC | $3.6M | 74,899 | Trimmed |
| 17 | Cornerstone Wealth Management, LLC | $3.6M | 73,438 | Trimmed |
| 18 | AJ Advisors, LLC | $3.0M | 62,460 | New |
| 19 | D.A. DAVIDSON & CO. | $2.8M | 57,287 | Added |
| 20 | TRUIST FINANCIAL CORP | $2.7M | 56,275 | Trimmed |
| 21 | Atlas Private Wealth Advisors | $2.7M | 56,091 | Trimmed |
| 22 | RFG Advisory, LLC | $2.6M | 54,039 | Added |
| 23 | OPPENHEIMER & CO INC | $2.6M | 54,013 | Added |
| 24 | FIRST HORIZON CORP | $2.4M | 49,500 | Hold |
| 25 | Sequoia Financial Advisors, LLC | $2.2M | 45,272 | Trimmed |