| 1 | COOKSON PEIRCE & CO INC | $10.8M | 521,282 | Added |
| 2 | Clark Asset Management, LLC | $8.4M | 404,980 | Added |
| 3 | BCS Wealth Management | $7.2M | 346,682 | Added |
| 4 | STEPHENS INC /AR/ | $4.5M | 216,612 | Added |
| 5 | Asset Dedication, LLC | $3.8M | 186,136 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 164,306 | Added |
| 7 | TRUIST FINANCIAL CORP | $2.9M | 142,653 | Added |
| 8 | NorthAvenue LLC | $2.9M | 140,671 | Added |
| 9 | Savvy Advisors, Inc. | $2.8M | 137,380 | New |
| 10 | Carroll Advisory Group, LLC | $2.5M | 123,009 | Added |
| 11 | LeClair Wealth Partners LLC | $2.5M | 118,822 | New |
| 12 | Infinity Wealth Counsel, LLC | $2.2M | 107,600 | Added |
| 13 | HUB Investment Partners, LLC | $1.6M | 77,526 | Added |
| 14 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M | 73,979 | Added |
| 15 | River Wealth Advisors LLC | $1.5M | 73,793 | Added |
| 16 | Golden Reserve Retirement LLC | $1.5M | 71,515 | Added |
| 17 | Private Advisor Group, LLC | $1.4M | 69,456 | Added |
| 18 | Farnam Financial LLC | $1.3M | 62,665 | Trimmed |
| 19 | Atria Investments, Inc | $1.1M | 52,500 | Trimmed |
| 20 | SAWGRASS ASSET MANAGEMENT LLC | $979,066 | 47,378 | Added |
| 21 | J.W. COLE ADVISORS, INC. | $971,112 | 46,993 | New |
| 22 | Avior Wealth Management, LLC | $873,006 | 42,246 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $868,874 | 42,046 | Added |
| 24 | Farther Finance Advisors, LLC | $866,235 | 41,918 | Added |
| 25 | Independence Bank of Kentucky | $815,462 | 39,461 | Added |