| 1 | WADDELL & ASSOCIATES, LLC | $52.3M | 428,989 | Added |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $17.7M | 145,174 | Trimmed |
| 3 | MRA Advisory Group | $8.9M | 72,715 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $7.8M | 64,342 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 54,358 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $6.6M | 54,167 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 53,865 | Added |
| 8 | Berkshire Money Management, Inc. | $6.4M | 52,469 | Trimmed |
| 9 | CITIGROUP INC | $6.1M | 50,094 | Added |
| 10 | Calamos Advisors LLC | $5.2M | 53,200 | Hold |
| 11 | White Pine Investment CO | $4.8M | 38,934 | Added |
| 12 | Gateway Wealth Partners, LLC | $3.5M | 28,658 | Trimmed |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.3M | 27,226 | Trimmed |
| 14 | LifeWealth Investments, LLC | $3.1M | 25,542 | Added |
| 15 | Kestra Advisory Services, LLC | $2.9M | 23,931 | Added |
| 16 | Providence First Trust Co | $2.8M | 23,291 | New |
| 17 | DAVENPORT & Co LLC | $2.2M | 17,802 | Added |
| 18 | WARNER FINANCIAL, INC | $2.0M | 16,010 | Added |
| 19 | CAP Partners, LLC | $1.5M | 12,366 | Trimmed |
| 20 | Thayer Partners, LLC / MA | $1.3M | 11,049 | Added |
| 21 | HB Wealth Management, LLC | $1.3M | 11,033 | Hold |
| 22 | MGO ONE SEVEN LLC | $1.3M | 10,851 | New |
| 23 | QTR Family Wealth, LLC | $1.2M | 9,998 | Trimmed |
| 24 | FLAGSTAR ADVISORS INC | $1.2M | 9,583 | Trimmed |
| 25 | Paulson Wealth Management Inc. | $1.1M | 9,413 | Trimmed |