| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 471,613 | Added |
| 2 | TRUIST FINANCIAL CORP | $7.2M | 291,608 | Added |
| 3 | Brookwood Investment Group LLC | $6.6M | 264,920 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 245,461 | Added |
| 5 | Castle Rock Wealth Management, LLC | $3.2M | 133,065 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.1M | 82,738 | Added |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 74,974 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 69,998 | Added |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7M | 66,754 | Trimmed |
| 10 | Keystone Financial Services, LLC | $1.5M | 62,148 | Added |
| 11 | Worth Financial Advisory Group, LLC | $1.4M | 57,555 | Added |
| 12 | DAVENPORT & Co LLC | $829,712 | 33,433 | Added |
| 13 | Prosperity Financial Group, Inc. | $290,125 | 11,690 | Trimmed |
| 14 | Stonebridge Financial Group, LLC / MO | $288,974 | 11,644 | Added |
| 15 | Kovack Advisors, Inc. | $267,577 | 11,004 | Hold |
| 16 | IFP Advisors, Inc | $93,859 | 3,782 | New |
| 17 | Whipplewood Advisors, LLC | $30,426 | 1,226 | Trimmed |
| 18 | Catherine Avery Investment Management LLC | $17,893 | 721 | New |
| 19 | Farther Finance Advisors, LLC | $5,187 | 209 | New |
| 20 | Ritter Daniher Financial Advisory LLC / DE | $3,735 | 150 | Trimmed |
| 21 | Tradewinds Capital Management, LLC | $0 | 0 | Exited |
| 22 | Golden State Equity Partners | $0 | 0 | Exited |
| 23 | Global Wealth Strategies & Associates | $0 | 0 | Exited |