| 1 | RiverFront Investment Group, LLC | $137.8M | 1.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $110.6M | 1.2M | Trimmed |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $66.9M | 739,777 | Trimmed |
| 4 | Kozak & Associates, Inc. | $28.2M | 305,432 | Trimmed |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $13.4M | 148,491 | Hold |
| 6 | Private Advisor Group, LLC | $12.0M | 133,068 | Trimmed |
| 7 | ARKANSAS FINANCIAL GROUP, INC. | $11.8M | 130,414 | Added |
| 8 | Howard Capital Management Group, LLC | $8.4M | 93,198 | Trimmed |
| 9 | UNIQUE WEALTH, LLC | $6.1M | 66,997 | Trimmed |
| 10 | J.W. COLE ADVISORS, INC. | $6.0M | 65,846 | New |
| 11 | TRUIST FINANCIAL CORP | $5.2M | 57,130 | Trimmed |
| 12 | Concurrent Investment Advisors, LLC | $4.9M | 54,092 | Trimmed |
| 13 | Centerline Wealth Advisors, LLC | $4.2M | 46,093 | Trimmed |
| 14 | FORTE ASSET MANAGEMENT LLC | $4.2M | 45,898 | Added |
| 15 | Merit Financial Group, LLC | $4.0M | 43,756 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 38,867 | Added |
| 17 | Storen Legacy Partners, LLC | $2.8M | 31,125 | Trimmed |
| 18 | Diversified Enterprises, LLC | $2.8M | 30,843 | Trimmed |
| 19 | Fifth Third Securities, Inc. | $2.3M | 25,693 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.2M | 24,618 | Added |
| 21 | Focus Financial Network, Inc. | $2.1M | 23,235 | Added |
| 22 | Koshinski Asset Management, Inc. | $1.9M | 20,836 | Added |
| 23 | STEPHENS INC /AR/ | $1.7M | 18,260 | Added |
| 24 | OMNI 360 Wealth, Inc. | $1.5M | 16,775 | Added |
| 25 | Kestra Advisory Services, LLC | $1.5M | 16,393 | Trimmed |