| 1 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 300,279 | Added |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | $12.9M | 273,257 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.3M | 198,006 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 171,620 | Added |
| 5 | Kestra Advisory Services, LLC | $7.0M | 149,318 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $6.8M | 143,853 | Added |
| 7 | REAP Financial Group, LLC | $6.8M | 143,662 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $6.6M | 140,152 | Added |
| 9 | LPL Financial LLC | $5.3M | 112,739 | Added |
| 10 | Ausdal Financial Partners, Inc. | $5.1M | 107,651 | New |
| 11 | Tanglewood Legacy Advisors, LLC | $4.7M | 100,098 | Trimmed |
| 12 | Cetera Investment Advisers | $4.5M | 94,620 | Added |
| 13 | SNS Financial Group, LLC | $4.4M | 92,652 | New |
| 14 | OSAIC HOLDINGS, INC. | $4.2M | 89,563 | Added |
| 15 | FOUNDERS FINANCIAL SECURITIES LLC | $3.8M | 81,461 | Added |
| 16 | Horizon Investments, LLC | $3.8M | 81,461 | Trimmed |
| 17 | HARBOUR INVESTMENTS, INC. | $3.2M | 68,288 | Added |
| 18 | Maia Wealth LLC | $3.0M | 63,700 | New |
| 19 | Strategic Blueprint, LLC | $2.6M | 55,931 | New |
| 20 | 1ST SOURCE BANK | $2.5M | 53,757 | New |
| 21 | Decker Wealth Management LLC | $2.3M | 47,889 | Added |
| 22 | Kovack Advisors, Inc. | $2.2M | 47,670 | Added |
| 23 | Ritter Daniher Financial Advisory LLC / DE | $2.2M | 46,326 | Added |
| 24 | Wood Tarver Financial Group, LLC | $1.6M | 33,338 | Trimmed |
| 25 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $1.6M | 32,998 | Hold |