| 1 | Howard Capital Management Inc. | $259.6M | 9.5M | Added |
| 2 | Orion Porfolio Solutions, LLC | $37.9M | 1.1M | Trimmed |
| 3 | Discipline Wealth Solutions, LLC | $37.2M | 1.1M | Added |
| 4 | Wealth Watch Advisors, INC | $13.8M | 392,248 | Added |
| 5 | LPL Financial LLC | $13.5M | 382,715 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 195,130 | Trimmed |
| 7 | Foundations Investment Advisors, LLC | $6.5M | 184,127 | Trimmed |
| 8 | WealthTrak Capital Management LLC | $5.4M | 153,237 | Added |
| 9 | Arete Wealth Advisors, LLC | $4.7M | 132,580 | Trimmed |
| 10 | Delta Investment Management, LLC | $3.9M | 112,180 | Trimmed |
| 11 | CPR Investments Inc. | $3.4M | 95,544 | Trimmed |
| 12 | Aegis Wealth Management, Inc. | $2.3M | 65,734 | Added |
| 13 | CROSSPOINT FINANCIAL, LLC | $1.6M | 44,158 | Added |
| 14 | Bison Wealth, LLC | $1.5M | 37,724 | Added |
| 15 | GTS SECURITIES LLC | $1.3M | 37,850 | Added |
| 16 | Optivise Advisory Services LLC | $873,128 | 24,812 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $873,000 | 24,804 | Trimmed |
| 18 | Atria Investments, Inc | $657,773 | 18,692 | Trimmed |
| 19 | VestGen Advisors, LLC | $451,524 | 11,382 | New |
| 20 | VestGen Investment Management | $422,808 | 12,015 | Trimmed |
| 21 | IFP Advisors, Inc | $422,350 | 12,002 | Added |
| 22 | OSAIC HOLDINGS, INC. | $348,511 | 9,904 | Added |
| 23 | TRUIST FINANCIAL CORP | $321,601 | 9,139 | Hold |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $305,420 | 8,679 | Added |
| 25 | Summit Financial, LLC | $293,508 | 8,341 | Trimmed |