| 1 | Tanager Wealth Management LLP | $27.3M | 1.5M | Trimmed |
| 2 | State of Wisconsin - Board of Commissioners of Public Lands | $27.2M | 1.5M | Hold |
| 3 | Parkway Wealth Management Group, LLC | $14.6M | 819,373 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 725,100 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $10.8M | 607,666 | Added |
| 6 | Good Steward Wealth Advisors,LLC | $10.6M | 596,179 | Trimmed |
| 7 | Wealth Intelligence, LLC | $9.8M | 546,751 | Added |
| 8 | Dougherty & Associates, LLC | $9.1M | 509,426 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 479,349 | Added |
| 10 | Concurrent Investment Advisors, LLC | $6.2M | 344,948 | Added |
| 11 | Investors Research Corp | $5.6M | 313,386 | Added |
| 12 | Silver Coast Investments LLC | $5.4M | 302,566 | Trimmed |
| 13 | Carmel Capital Partners, LLC | $5.3M | 296,250 | Trimmed |
| 14 | PARK AVENUE SECURITIES LLC | $4.9M | 277,314 | Trimmed |
| 15 | Sound Income Strategies, LLC | $4.4M | 243,898 | Trimmed |
| 16 | Apella Capital, LLC | $4.3M | 243,819 | Trimmed |
| 17 | Wealthcare Advisory Partners LLC | $4.1M | 232,180 | Added |
| 18 | TRUIST FINANCIAL CORP | $2.9M | 164,121 | Added |
| 19 | Kestra Advisory Services, LLC | $2.6M | 143,109 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 139,457 | Added |
| 21 | Merit Financial Group, LLC | $2.4M | 135,637 | New |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 110,694 | Trimmed |
| 23 | Meridian Financial Partners LLC | $2.0M | 110,458 | Added |
| 24 | D.A. DAVIDSON & CO. | $1.8M | 102,870 | Added |
| 25 | Mirae Asset Global Investments Co., Ltd. | $1.7M | 97,657 | Trimmed |