| 1 | Northwest Financial Advisors | $35.2M | 834,612 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 226,245 | Added |
| 3 | Greater Midwest Financial Group, LLC | $7.6M | 180,929 | Trimmed |
| 4 | Golden State Wealth Management, LLC | $3.7M | 87,435 | New |
| 5 | Apollon Wealth Management, LLC | $3.4M | 81,125 | Trimmed |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 35,303 | Added |
| 7 | TRUIST FINANCIAL CORP | $603,597 | 14,327 | Trimmed |
| 8 | Third View Private Wealth, LLC | $483,695 | 11,481 | Added |
| 9 | DRIVE WEALTH MANAGEMENT, LLC | $449,063 | 10,659 | Added |
| 10 | TrustWell Financial Advisors, LLC | $333,417 | 7,914 | New |
| 11 | DAVENPORT & Co LLC | $314,290 | 7,460 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $296,930 | 7,048 | Trimmed |
| 13 | Private Advisor Group, LLC | $236,729 | 5,619 | New |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | $228,556 | 5,425 | Trimmed |
| 15 | MGO ONE SEVEN LLC | $214,863 | 5,100 | Trimmed |
| 16 | OAKWORTH CAPITAL, INC. | $34,244 | 800 | New |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14,168 | 331 | Hold |
| 18 | EverSource Wealth Advisors, LLC | $2,446 | 58 | New |
| 19 | Sepio Capital, LP | $0 | 0 | Exited |
| 20 | Independence Asset Advisors, LLC | $0 | 0 | Exited |
| 21 | Sugar Maple Asset Management, LLC | $0 | 0 | Exited |
| 22 | Richmond Investment Services, LLC | $0 | 0 | Exited |