| 1 | Cambridge Investment Research Advisors, Inc. | $70.0M | 310,460 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $55.5M | 246,022 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 176,857 | Trimmed |
| 4 | Apollon Wealth Management, LLC | $19.1M | 84,745 | Added |
| 5 | Blankinship & Foster, LLC | $18.6M | 82,532 | Added |
| 6 | Kestra Advisory Services, LLC | $18.1M | 80,183 | Trimmed |
| 7 | Banque Transatlantique SA | $17.6M | 136,718 | Added |
| 8 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $15.3M | 67,651 | Trimmed |
| 9 | Marotta Asset Management | $14.1M | 62,451 | Trimmed |
| 10 | Private Advisor Group, LLC | $10.3M | 45,640 | Trimmed |
| 11 | CMH Wealth Management LLC | $9.4M | 41,650 | Added |
| 12 | Weitzel Financial Services, Inc. | $8.8M | 38,249 | Trimmed |
| 13 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $8.2M | 36,451 | Added |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | $7.3M | 32,569 | Added |
| 15 | M&T Bank Corp | $7.1M | 31,664 | Trimmed |
| 16 | Mosley Wealth Management | $7.1M | 31,315 | Added |
| 17 | J.W. COLE ADVISORS, INC. | $7.0M | 30,866 | Added |
| 18 | REDSTONE WEALTH MANAGEMENT, LLC | $6.9M | 30,477 | Added |
| 19 | FINANCIAL ADVISORY PARTNERS, LLC | $6.8M | 30,289 | Added |
| 20 | Junk Investment Group, LLC | $6.8M | 30,224 | Added |
| 21 | TRUIST FINANCIAL CORP | $6.5M | 28,705 | Trimmed |
| 22 | CITIGROUP INC | $6.3M | 27,726 | Added |
| 23 | Merrithew & Thorsten Inc | $5.9M | 26,239 | Trimmed |
| 24 | Hippocratic Financial Advisors, LLC | $5.9M | 25,990 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 27,437 | Added |