| 1 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 489,588 | Trimmed |
| 2 | Soltis Investment Advisors LLC | $11.4M | 413,361 | Added |
| 3 | SIGNATUREFD, LLC | $7.8M | 282,800 | Hold |
| 4 | Kestra Advisory Services, LLC | $4.6M | 167,249 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 144,583 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $3.6M | 129,425 | Hold |
| 7 | KFG WEALTH MANAGEMENT, LLC | $3.2M | 114,908 | Trimmed |
| 8 | HighTower Advisors, LLC | $3.2M | 114,704 | Trimmed |
| 9 | Cetera Investment Advisers | $2.1M | 77,406 | Trimmed |
| 10 | CENTAURUS FINANCIAL, INC. | $1.5M | 55,973 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $1.2M | 44,896 | Added |
| 12 | LPL Financial LLC | $1.2M | 42,919 | Added |
| 13 | MONEY CONCEPTS CAPITAL CORP | $1.2M | 42,023 | Hold |
| 14 | Noble Wealth Management PBC | $1.1M | 41,587 | Trimmed |
| 15 | BROWN WEALTH MANAGEMENT, LLC | $1.1M | 38,764 | Added |
| 16 | CRA Financial Services, LLC | $960,025 | 34,835 | Hold |
| 17 | Integrity Advisory Solutions, LLC | $921,965 | 33,454 | Trimmed |
| 18 | Three Seasons Wealth, LLC | $910,997 | 33,056 | Hold |
| 19 | Brookstone Capital Management | $880,213 | 31,939 | Trimmed |
| 20 | TopTier Wealth Management, LLC | $840,556 | 30,500 | Hold |
| 21 | RAYMOND JAMES FINANCIAL INC | $829,090 | 30,084 | Trimmed |
| 22 | MML INVESTORS SERVICES, LLC | $804,122 | 29,178 | Trimmed |
| 23 | OLD MISSION CAPITAL LLC | $795,303 | 28,858 | Trimmed |
| 24 | Advisory Services Network, LLC | $767,717 | 27,857 | Hold |
| 25 | Lineweaver Wealth Advisors, LLC | $735,197 | 26,677 | Hold |