| 1 | PRUDENTIAL FINANCIAL INC | $15.2M | 489,984 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $7.8M | 250,757 | Added |
| 3 | Spire Wealth Management | $2.6M | 83,448 | Trimmed |
| 4 | Blue Water Asset Management | $2.1M | 69,013 | Trimmed |
| 5 | JIM SAULNIER & ASSOCIATES, LLC | $1.2M | 39,721 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 38,186 | Trimmed |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 37,022 | Hold |
| 8 | Kestra Advisory Services, LLC | $945,489 | 30,550 | Trimmed |
| 9 | Cetera Investment Advisers | $583,603 | 18,857 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $580,632 | 18,761 | Hold |
| 11 | Kestra Investment Management, LLC | $580,632 | 18,761 | Hold |
| 12 | Evergreen Wealth Solutions, LLC | $565,806 | 17,945 | Added |
| 13 | Grantvest Financial Group LLC | $404,781 | 13,079 | Hold |
| 14 | Royal Bank of Canada | $328,000 | 10,611 | Added |
| 15 | BCGM Wealth Management, LLC | $306,487 | 9,903 | Hold |
| 16 | BlueStem Wealth Partners, LLC | $290,765 | 9,395 | Hold |
| 17 | DHJJ Financial Advisors, Ltd. | $64,343 | 2,079 | Hold |
| 18 | NBC SECURITIES, INC. | $58,122 | 1,878 | Hold |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $15,474 | 500 | Hold |
| 20 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 21 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
| 22 | Pinnacle Financial Partners, Inc. | $0 | 0 | Exited |
| 23 | Redwood Family Wealth LLC | $0 | 0 | Exited |