| 1 | Opal Wealth Advisors, LLC | $58.4M | 681,595 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 95,063 | Added |
| 3 | M&T Bank Corp | $7.4M | 86,580 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $5.2M | 60,220 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 54,660 | Trimmed |
| 6 | AA Financial Advisors, LLC | $4.5M | 52,655 | Added |
| 7 | TRUIST FINANCIAL CORP | $4.1M | 47,565 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.4M | 40,256 | Added |
| 9 | Gladstone Institutional Advisory LLC | $3.1M | 36,737 | Trimmed |
| 10 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.4M | 27,861 | Trimmed |
| 11 | PFG Advisors | $2.0M | 23,734 | Added |
| 12 | NATURAL INVESTMENTS, LLC | $1.4M | 16,181 | Added |
| 13 | Private Advisor Group, LLC | $1.3M | 14,839 | Added |
| 14 | Fortitude Family Office, LLC | $1.2M | 13,600 | Hold |
| 15 | Gateway Wealth Partners, LLC | $1.0M | 11,794 | Added |
| 16 | PFG Investments, LLC | $772,320 | 9,016 | Hold |
| 17 | STEPHENS INC /AR/ | $672,944 | 7,856 | Hold |
| 18 | Prospera Financial Services Inc | $603,584 | 7,045 | Trimmed |
| 19 | Golden State Wealth Management, LLC | $600,305 | 7,008 | Trimmed |
| 20 | AdvisorNet Financial, Inc | $454,426 | 5,305 | Added |
| 21 | MGO ONE SEVEN LLC | $388,553 | 4,536 | Trimmed |
| 22 | RFG Advisory, LLC | $382,395 | 4,464 | Trimmed |
| 23 | Rossby Financial, LCC | $339,213 | 3,960 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $339,066 | 3,872 | Trimmed |
| 25 | Avantax Planning Partners, Inc. | $273,855 | 3,197 | Hold |