| 1 | MATHER GROUP, LLC. | $8.1M | 148,165 | Trimmed |
| 2 | Treasure Coast Financial Planning | $7.1M | 129,497 | Added |
| 3 | Atlantic Edge Private Wealth Management, LLC | $5.2M | 95,087 | Trimmed |
| 4 | Private Advisor Group, LLC | $3.7M | 67,727 | Added |
| 5 | Midwest Financial Network, LLC | $1.7M | 31,203 | New |
| 6 | SUMMIT SECURITIES GROUP LLC | $1.2M | 17,300 | New |
| 7 | Allen Capital Group, LLC | $1.2M | 21,472 | Trimmed |
| 8 | K2 Financial Inc. | $1.1M | 19,770 | Added |
| 9 | Accel Wealth Management | $976,415 | 17,792 | Added |
| 10 | JOHNSON INVESTMENT COUNSEL INC | $807,010 | 14,705 | Trimmed |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $715,525 | 13,038 | Added |
| 12 | Castleview Partners, LLC | $579,698 | 10,563 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $486,000 | 8,860 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $477,280 | 8,697 | Trimmed |
| 15 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $328,292 | 5,982 | Hold |
| 16 | Keystone Financial Group | $321,048 | 5,850 | Hold |
| 17 | Concurrent Investment Advisors, LLC | $296,305 | 5,399 | New |
| 18 | Diversified Enterprises, LLC | $263,589 | 4,803 | Trimmed |
| 19 | ASSETMARK, INC | $239,441 | 4,363 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $228,740 | 4,168 | New |
| 21 | Kestra Advisory Services, LLC | $228,235 | 4,159 | Added |
| 22 | Worth Financial Advisory Group, LLC | $215,514 | 3,927 | New |
| 23 | Grove Bank & Trust | $164,640 | 3,000 | Hold |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $124,303 | 2,265 | Trimmed |
| 25 | Tradewinds Capital Management, LLC | $82,979 | 1,512 | Added |