| 1 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 474,211 | Added |
| 2 | Atria Investments, Inc | $17.5M | 424,651 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 238,641 | Added |
| 4 | Kestra Advisory Services, LLC | $6.1M | 148,862 | Trimmed |
| 5 | Avantra Family Wealth, Inc. | $4.5M | 108,930 | Added |
| 6 | BAM Wealth Management, LLC | $4.3M | 104,305 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.1M | 50,994 | Added |
| 8 | FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 45,688 | Added |
| 9 | TRUIST FINANCIAL CORP | $1.5M | 36,627 | Added |
| 10 | Archer Investment Corp | $1.5M | 35,535 | Added |
| 11 | Diligent Investors, LLC | $1.4M | 34,481 | Added |
| 12 | Range Financial Group LLC | $1.4M | 33,091 | New |
| 13 | CITY HOLDING CO | $1.3M | 31,100 | Hold |
| 14 | AdvisorNet Financial, Inc | $1.2M | 29,814 | Trimmed |
| 15 | Nvest Financial, LLC | $1.1M | 27,341 | Hold |
| 16 | NorthCrest Asset Manangement, LLC | $1.1M | 26,558 | Added |
| 17 | Ignite Planners, LLC | $871,416 | 21,156 | Trimmed |
| 18 | Strategic Blueprint, LLC | $750,441 | 18,219 | New |
| 19 | Signal Advisors Wealth, LLC | $742,697 | 18,031 | Trimmed |
| 20 | Brookstone Capital Management | $723,749 | 17,571 | Added |
| 21 | Farther Finance Advisors, LLC | $722,690 | 17,545 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $713,000 | 17,309 | New |
| 23 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $698,047 | 16,947 | Trimmed |
| 24 | Madrona Financial Services, LLC | $660,976 | 16,047 | New |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $615,937 | 41,341 | Added |