| 1 | Kozak & Associates, Inc. | $23.9M | 144,050 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $18.1M | 108,908 | Added |
| 3 | Prospera Financial Services Inc | $15.6M | 93,578 | Trimmed |
| 4 | MinichMacGregor Wealth Management, LLC | $14.5M | 86,882 | Added |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $10.3M | 61,910 | Trimmed |
| 6 | Well Done, LLC | $9.0M | 54,248 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 44,268 | Added |
| 8 | SOUTHERN CAPITAL ADVISORS, LLC | $7.3M | 44,082 | Added |
| 9 | Cadent Capital Advisors, LLC | $6.7M | 40,472 | Added |
| 10 | TRUIST FINANCIAL CORP | $6.0M | 35,942 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 35,100 | Trimmed |
| 12 | Odyssey Capital Advisors, Inc. | $5.8M | 34,721 | Added |
| 13 | Modus Advisors, LLC | $5.7M | 34,126 | Added |
| 14 | First Citizens Financial Corp | $5.4M | 32,355 | Trimmed |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | $5.4M | 32,128 | Added |
| 16 | PRINCIPAL SECURITIES, INC. | $4.9M | 29,354 | Added |
| 17 | CX Institutional | $4.8M | 28,672 | Added |
| 18 | Atria Investments, Inc | $4.4M | 26,474 | Added |
| 19 | Adirondack Capital Advisors, LLC | $4.1M | 24,735 | Added |
| 20 | Frank, Rimerman Advisors LLC | $4.1M | 24,468 | Hold |
| 21 | MAGNOLIA CAPITAL MANAGEMENT LTD | $3.3M | 20,076 | Hold |
| 22 | Shulman DeMeo Asset Management LLC | $3.2M | 19,003 | Trimmed |
| 23 | Merkkuri Wealth Advisors LLC | $3.1M | 18,462 | Added |
| 24 | Westwind Capital | $2.6M | 15,551 | Added |
| 25 | Private Advisor Group, LLC | $2.3M | 13,754 | Trimmed |