| 1 | ENVESTNET ASSET MANAGEMENT INC | $110.4M | 2.3M | Trimmed |
| 2 | Edge Wealth Management LLC | $53.5M | 1.1M | Added |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $51.8M | 1.1M | Trimmed |
| 4 | Watchman Group, Inc. | $44.3M | 902,254 | Added |
| 5 | Aprio Wealth Management, LLC | $23.8M | 485,119 | Added |
| 6 | Hilton Capital Management, LLC | $19.6M | 398,755 | Trimmed |
| 7 | Pekin Hardy Strauss, Inc. | $18.8M | 383,511 | Trimmed |
| 8 | WealthPlan Investment Management, LLC | $13.4M | 273,112 | Trimmed |
| 9 | BAR HARBOR WEALTH MANAGEMENT | $11.8M | 240,301 | Trimmed |
| 10 | True Wealth Design, LLC | $10.8M | 220,181 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 199,270 | Trimmed |
| 12 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.5M | 194,583 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 152,032 | Trimmed |
| 14 | ABBINGTON INVESTMENT GROUP | $6.0M | 121,545 | Trimmed |
| 15 | NWAM LLC | $5.7M | 116,616 | Trimmed |
| 16 | Calamos Advisors LLC | $5.1M | 104,178 | Trimmed |
| 17 | WEDBUSH SECURITIES INC | $4.9M | 98,956 | Added |
| 18 | Breakwater Capital Group | $4.7M | 95,391 | Trimmed |
| 19 | Seneca House Advisors | $4.1M | 83,504 | Trimmed |
| 20 | J.W. COLE ADVISORS, INC. | $3.5M | 70,437 | Added |
| 21 | Park Edge Advisors, LLC | $3.1M | 64,050 | Added |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 55,687 | Added |
| 23 | FIRST NATIONAL BANK SIOUX FALLS | $2.6M | 52,518 | Hold |
| 24 | TRUIST FINANCIAL CORP | $2.0M | 40,291 | Trimmed |
| 25 | PRIVATE CLIENT SERVICES, LLC | $1.6M | 32,997 | Trimmed |