| 1 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 268,210 | Added |
| 2 | NEW WAVE WEALTH ADVISORS LLC | $9.9M | 136,508 | Added |
| 3 | Nvest Financial, LLC | $5.8M | 80,057 | Added |
| 4 | Barry Investment Advisors, LLC | $4.3M | 59,392 | Trimmed |
| 5 | Arrow Investment Advisors, LLC | $4.1M | 55,717 | Trimmed |
| 6 | Checchi Capital Advisers, LLC | $3.9M | 53,158 | Trimmed |
| 7 | Synergy Asset Management, LLC | $3.8M | 51,938 | Added |
| 8 | Providence First Trust Co | $3.7M | 50,894 | Added |
| 9 | TWIN FOCUS CAPITAL PARTNERS, LLC | $3.7M | 50,763 | Trimmed |
| 10 | Institute for Wealth Management, LLC. | $3.3M | 44,846 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.2M | 44,264 | Added |
| 12 | PARK AVENUE SECURITIES LLC | $3.1M | 42,972 | Trimmed |
| 13 | CIBC Asset Management Inc | $3.0M | 41,051 | Trimmed |
| 14 | Obermeyer Wealth Partners | $3.0M | 40,739 | Added |
| 15 | Ashton Thomas Private Wealth, LLC | $3.0M | 40,594 | Trimmed |
| 16 | Savvy Advisors, Inc. | $2.5M | 34,709 | Trimmed |
| 17 | ShoreHaven Wealth Partners, LLC | $2.2M | 29,732 | Trimmed |
| 18 | KICKSTAND VENTURES, LLC. | $1.9M | 25,994 | Trimmed |
| 19 | HB Wealth Management, LLC | $1.8M | 25,084 | Added |
| 20 | Kestra Advisory Services, LLC | $1.8M | 25,051 | Added |
| 21 | TRUIST FINANCIAL CORP | $1.7M | 23,601 | Added |
| 22 | Cypress Wealth Services, LLC | $1.7M | 23,567 | Trimmed |
| 23 | Ridgeline Wealth, LLC | $1.7M | 22,746 | Trimmed |
| 24 | Asempa Wealth Advisors | $1.5M | 20,737 | Trimmed |
| 25 | CITIGROUP INC | $1.5M | 20,488 | Trimmed |