| 1 | ENVESTNET ASSET MANAGEMENT INC | $99.7M | 509,148 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $42.8M | 218,746 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $35.1M | 179,111 | Trimmed |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21.5M | 109,863 | Added |
| 5 | Allied Investment Advisors, LLC | $17.9M | 91,546 | Added |
| 6 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $17.7M | 90,467 | Trimmed |
| 7 | Nelson Capital Management, LLC | $12.0M | 61,096 | Trimmed |
| 8 | VESTOR CAPITAL, LLC | $11.0M | 114,137 | Added |
| 9 | TRUIST FINANCIAL CORP | $10.5M | 53,532 | Added |
| 10 | Private Advisor Group, LLC | $9.4M | 47,855 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $6.3M | 32,181 | Added |
| 12 | Atria Investments, Inc | $6.2M | 31,547 | Added |
| 13 | Bryn Mawr Trust Advisors, LLC | $6.2M | 31,426 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $5.6M | 28,435 | Trimmed |
| 15 | Porter White Investment Advisors, Inc. | $5.5M | 28,323 | Trimmed |
| 16 | Apollon Financial, LLC | $5.5M | 28,156 | Added |
| 17 | David Kennon Inc | $5.4M | 27,602 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.0M | 25,624 | Added |
| 19 | Moss Adams Wealth Advisors LLC | $5.0M | 25,569 | Hold |
| 20 | New England Private Wealth Advisors LLC | $4.8M | 24,515 | Added |
| 21 | MRA Advisory Group | $4.7M | 24,168 | Trimmed |
| 22 | Venturi Wealth Management, LLC | $4.6M | 23,736 | Trimmed |
| 23 | DMKC Advisory Services, LLC | $4.3M | 22,180 | Added |
| 24 | BRYN MAWR TRUST Co | $4.0M | 20,207 | Added |
| 25 | Capital Investment Advisory Services, LLC | $3.8M | 19,467 | Added |