| 1 | Howard Capital Management Inc. | $304.6M | 7.3M | Trimmed |
| 2 | Discipline Wealth Solutions, LLC | $50.5M | 1.2M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 197,544 | Added |
| 4 | WealthTrak Capital Management LLC | $6.5M | 154,777 | Added |
| 5 | CPR Investments Inc. | $3.6M | 86,856 | Trimmed |
| 6 | Aegis Wealth Management, Inc. | $2.8M | 67,377 | Added |
| 7 | Bison Wealth, LLC | $1.7M | 40,336 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 36,057 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $803,000 | 19,145 | Trimmed |
| 10 | Global Assets Advisory, LLC | $679,296 | 16,428 | New |
| 11 | J.W. COLE ADVISORS, INC. | $665,244 | 15,862 | New |
| 12 | IFP Advisors, Inc | $497,870 | 11,871 | Trimmed |
| 13 | VestGen Investment Management | $473,838 | 11,298 | Trimmed |
| 14 | Atria Investments, Inc | $472,794 | 11,273 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $411,970 | 9,823 | Added |
| 16 | TRUIST FINANCIAL CORP | $383,290 | 9,139 | Hold |
| 17 | Lifestyle Asset Management, Inc. | $292,238 | 6,968 | Trimmed |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | $247,152 | 5,893 | New |
| 19 | Rossby Financial, LCC | $13,631 | 325 | Hold |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 21 | Optivise Advisory Services LLC | $0 | 0 | Exited |