| 1 | Cambridge Investment Research Advisors, Inc. | $25.7M | 430,764 | Added |
| 2 | Lunt Capital Management, Inc. | $15.3M | 256,680 | Trimmed |
| 3 | Financial Enhancement Group LLC | $14.1M | 236,296 | Added |
| 4 | Atria Investments, Inc | $9.1M | 152,729 | Added |
| 5 | ENZI WEALTH | $3.4M | 59,420 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 30,746 | Added |
| 7 | Kestra Advisory Services, LLC | $1.4M | 23,360 | Trimmed |
| 8 | Centurion Wealth Management LLC | $1.1M | 18,774 | Added |
| 9 | GeoWealth Management, LLC | $1.1M | 17,592 | Added |
| 10 | Belpointe Asset Management LLC | $735,296 | 12,306 | Added |
| 11 | Clarus Group, Inc. | $638,499 | 10,686 | Hold |
| 12 | Unified Investment Management | $616,251 | 10,314 | Added |
| 13 | Gladstone Institutional Advisory LLC | $578,211 | 9,677 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $496,875 | 8,316 | Added |
| 15 | NBC SECURITIES, INC. | $464,564 | 7,775 | Hold |
| 16 | TRUIST FINANCIAL CORP | $450,463 | 7,539 | Added |
| 17 | Cornerstone Wealth Management, LLC | $357,911 | 5,990 | Trimmed |
| 18 | HUB Investment Partners, LLC | $327,734 | 5,485 | Trimmed |
| 19 | Brookwood Investment Group LLC | $308,972 | 5,171 | Trimmed |
| 20 | LEAVELL INVESTMENT MANAGEMENT, INC. | $304,969 | 5,104 | Trimmed |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $239,363 | 4,006 | Trimmed |
| 22 | Private Advisor Group, LLC | $221,437 | 3,706 | New |
| 23 | Miller Global Investments, LLC | $191,442 | 3,204 | Trimmed |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $174,385 | 2,958 | Added |
| 25 | Capital Investment Advisory Services, LLC | $165,510 | 2,770 | Trimmed |