| 1 | ENVESTNET ASSET MANAGEMENT INC | $119.9M | 6.7M | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $10.4M | 586,281 | Added |
| 3 | ABLE Financial Group, LLC | $10.2M | 576,062 | Trimmed |
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $9.0M | 508,751 | Added |
| 5 | Cyndeo Wealth Partners, LLC | $7.8M | 438,155 | Added |
| 6 | Keystone Financial Group | $7.4M | 413,409 | Added |
| 7 | Kestra Advisory Services, LLC | $5.0M | 281,063 | Added |
| 8 | Westside Investment Management, Inc. | $4.8M | 270,643 | Added |
| 9 | PARK AVENUE SECURITIES LLC | $4.7M | 263,725 | Trimmed |
| 10 | Total Clarity Wealth Management, Inc. | $2.8M | 158,435 | Added |
| 11 | TRUIST FINANCIAL CORP | $2.6M | 147,880 | Added |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.3M | 127,915 | Added |
| 13 | OLD NATIONAL BANCORP /IN/ | $2.2M | 123,990 | Added |
| 14 | White & Co Financial Planning Inc | $2.0M | 114,023 | Added |
| 15 | AE Wealth Management LLC | $1.9M | 108,628 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 102,010 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 97,487 | Added |
| 18 | Balance Wealth, LLC | $1.6M | 91,063 | Added |
| 19 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.5M | 85,610 | Trimmed |
| 20 | Envestnet Portfolio Solutions, Inc. | $1.4M | 79,300 | Trimmed |
| 21 | BENJAMIN EDWARDS INC | $1.3M | 70,351 | Trimmed |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 69,245 | Added |
| 23 | FOCUS Wealth Advisors, LLC | $1.1M | 61,535 | Added |
| 24 | McAdam, LLC | $997,778 | 56,118 | Trimmed |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $921,840 | 51,847 | Trimmed |