| 1 | Cambridge Investment Research Advisors, Inc. | $89.7M | 700,502 | Added |
| 2 | Alaska Permanent Fund Corp | $14.8M | 111,642 | Trimmed |
| 3 | Lebenthal Global Advisors, LLC | $14.5M | 113,557 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.4M | 104,734 | Added |
| 5 | Holos Integrated Wealth LLC | $5.6M | 42,660 | Trimmed |
| 6 | FMA Wealth Management, LLC | $4.9M | 37,915 | Trimmed |
| 7 | Family Investment Center, Inc. | $4.5M | 34,958 | Trimmed |
| 8 | Savvy Advisors, Inc. | $4.5M | 34,857 | Added |
| 9 | Kestra Advisory Services, LLC | $2.3M | 18,000 | Trimmed |
| 10 | Crumly & Associates Inc. | $1.8M | 13,723 | Hold |
| 11 | Private Advisor Group, LLC | $1.7M | 13,133 | Trimmed |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.6M | 12,570 | Trimmed |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $1.4M | 10,929 | Trimmed |
| 14 | Fifth Third Securities, Inc. | $1.4M | 10,647 | Added |
| 15 | Venture Visionary Partners LLC | $1.1M | 8,696 | Hold |
| 16 | WORLD EQUITY GROUP, INC. | $964,084 | 7,526 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $759,435 | 5,928 | Trimmed |
| 18 | Creekside Partners | $715,668 | 5,587 | Added |
| 19 | Cornerstone Wealth Management, LLC | $640,647 | 5,001 | Added |
| 20 | TRUIST FINANCIAL CORP | $589,644 | 4,603 | Added |
| 21 | Gladstone Institutional Advisory LLC | $582,095 | 4,544 | Added |
| 22 | Merit Financial Group, LLC | $527,003 | 4,114 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $462,569 | 3,611 | Trimmed |
| 24 | IVC Wealth Advisors LLC | $365,726 | 2,855 | Hold |
| 25 | Dynamic Advisor Solutions LLC | $350,656 | 2,737 | Added |