| 1 | Hapanowicz & Associates Financial Services, Inc | $35.5M | 740,232 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 215,713 | Added |
| 3 | Marshall & Sterling Wealth Advisors Inc. | $2.9M | 59,825 | Added |
| 4 | Wealthcare Advisory Partners LLC | $2.1M | 44,237 | Added |
| 5 | INTEGRITY ALLIANCE, LLC. | $1.8M | 37,227 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 29,534 | Trimmed |
| 7 | KPP Advisory Services LLC | $1.4M | 28,869 | Hold |
| 8 | 4WEALTH ADVISORS, INC. | $1.1M | 23,408 | Trimmed |
| 9 | IFP Advisors, Inc | $1.0M | 21,814 | Added |
| 10 | Weaver Consulting Group | $1.0M | 21,200 | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $960,687 | 20,031 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $906,000 | 18,904 | Added |
| 13 | CoreCap Advisors, LLC | $810,908 | 16,908 | Added |
| 14 | WealthBridge Capital Management, LLC | $794,314 | 16,562 | Hold |
| 15 | Private Advisor Group, LLC | $699,401 | 14,583 | Trimmed |
| 16 | Stewardship Advisors, LLC | $631,825 | 13,174 | Added |
| 17 | LVW Advisors, LLC | $555,905 | 11,591 | Trimmed |
| 18 | Kovack Advisors, Inc. | $373,746 | 7,793 | Trimmed |
| 19 | Royal Fund Management, LLC | $300,658 | 6,268 | New |
| 20 | Cullen/Frost Bankers, Inc. | $275,770 | 5,750 | Hold |
| 21 | Crew Capital Management, Ltd | $260,567 | 5,433 | New |
| 22 | FELL CAPITAL MANAGEMENT /ADV | $248,193 | 5,175 | Hold |
| 23 | TRUIST FINANCIAL CORP | $236,803 | 4,938 | Added |
| 24 | BCS Private Wealth Management, Inc. | $225,412 | 4,700 | Hold |
| 25 | Kraft, Davis & Associates, LLC | $214,682 | 4,480 | Hold |