| 1 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 368,468 | Added |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | $12.1M | 254,816 | Trimmed |
| 3 | REAP Financial Group, LLC | $10.6M | 222,958 | Trimmed |
| 4 | Cetera Investment Advisers | $6.4M | 134,433 | Added |
| 5 | Kestra Advisory Services, LLC | $6.0M | 126,233 | Trimmed |
| 6 | MML INVESTORS SERVICES, LLC | $5.5M | 116,561 | Added |
| 7 | WINNOW WEALTH LLC | $5.2M | 109,924 | Trimmed |
| 8 | Wood Tarver Financial Group, LLC | $4.2M | 88,810 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 87,804 | Trimmed |
| 10 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 82,148 | Added |
| 11 | OSAIC HOLDINGS, INC. | $3.9M | 81,306 | Added |
| 12 | LPL Financial LLC | $3.7M | 77,466 | Added |
| 13 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $3.5M | 74,812 | Hold |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.5M | 73,913 | Trimmed |
| 15 | Advyzon Investment Management, LLC | $3.4M | 71,876 | Trimmed |
| 16 | Maia Wealth LLC | $3.0M | 62,732 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $2.8M | 59,115 | Trimmed |
| 18 | LifeWealth Investments, LLC | $2.6M | 55,849 | Trimmed |
| 19 | HARBOUR INVESTMENTS, INC. | $2.6M | 54,102 | Trimmed |
| 20 | Hardworking Capital Advisors, LLC | $2.0M | 42,426 | Trimmed |
| 21 | Ignite Planners, LLC | $1.8M | 38,301 | Hold |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.6M | 33,106 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $1.4M | 30,073 | Added |
| 24 | Prospera Financial Services Inc | $1.3M | 27,189 | Trimmed |
| 25 | Kovack Advisors, Inc. | $1.2M | 25,672 | Added |