| 1 | Blueprint Investment Partners LLC | $44.2M | 1.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.5M | 845,273 | Trimmed |
| 3 | Legacy CG, LLC | $20.0M | 751,283 | Added |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $16.8M | 630,722 | Added |
| 5 | Financial Designs Corp | $16.2M | 607,632 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $15.5M | 582,132 | Added |
| 7 | Avior Wealth Management, LLC | $14.2M | 533,624 | Trimmed |
| 8 | Atria Investments, Inc | $8.8M | 331,070 | Added |
| 9 | Spartan Planning & Wealth Management | $8.2M | 308,649 | Added |
| 10 | RETIREMENT GUYS FORMULA LLC | $7.9M | 294,582 | Added |
| 11 | J.W. COLE ADVISORS, INC. | $5.7M | 212,929 | Added |
| 12 | Marshall & Sterling Wealth Advisors Inc. | $5.1M | 189,652 | Added |
| 13 | WORLD EQUITY GROUP, INC. | $2.7M | 102,912 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 85,690 | Trimmed |
| 15 | SENTINEL PENSION ADVISORS, LLC | $2.0M | 76,700 | Added |
| 16 | Barnes Wealth Management Group, Inc | $1.5M | 58,135 | Added |
| 17 | Private Advisor Group, LLC | $1.1M | 42,611 | Added |
| 18 | INTEGRITY ALLIANCE, LLC. | $1.1M | 40,570 | Added |
| 19 | CHILTON CAPITAL MANAGEMENT LLC | $1.0M | 38,060 | Trimmed |
| 20 | RIVERCHASE WEALTH MANAGEMENT, LLC | $912,652 | 34,233 | Added |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $703,984 | 26,406 | Trimmed |
| 22 | GRANITE ISLANDS PRIVATE WEALTH, LLC | $478,760 | 17,958 | Hold |
| 23 | Kestra Advisory Services, LLC | $409,297 | 15,352 | Added |
| 24 | TRUIST FINANCIAL CORP | $381,950 | 14,327 | Trimmed |
| 25 | Prosperity Financial Group, Inc. | $359,270 | 13,476 | Trimmed |