| 1 | COOKSON PEIRCE & CO INC | $11.1M | 542,689 | Added |
| 2 | Carolina Wealth Advisors, LLC | $6.0M | 292,847 | Added |
| 3 | Clark Asset Management, LLC | $4.3M | 211,938 | Added |
| 4 | STEPHENS INC /AR/ | $3.9M | 189,835 | Added |
| 5 | Carroll Advisory Group, LLC | $3.3M | 160,756 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 145,565 | Added |
| 7 | Savvy Advisors, Inc. | $2.8M | 136,922 | New |
| 8 | BCS Wealth Management | $2.8M | 134,922 | Added |
| 9 | LeClair Wealth Partners LLC | $2.5M | 120,082 | New |
| 10 | Infinity Wealth Counsel, LLC | $1.9M | 93,610 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.7M | 81,911 | New |
| 12 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M | 74,316 | Added |
| 13 | Golden Reserve Retirement LLC | $1.5M | 70,864 | Added |
| 14 | Atria Investments, Inc | $1.1M | 53,015 | Trimmed |
| 15 | HUB Investment Partners, LLC | $930,767 | 45,470 | Added |
| 16 | Farther Finance Advisors, LLC | $866,700 | 42,340 | Added |
| 17 | River Wealth Advisors LLC | $859,945 | 42,010 | Added |
| 18 | CFG Wealth Management Services, Inc. | $768,269 | 37,440 | Hold |
| 19 | Asset Dedication, LLC | $751,670 | 36,721 | Added |
| 20 | J.W. COLE ADVISORS, INC. | $685,559 | 33,491 | New |
| 21 | Opulen Financial Group LLC | $651,147 | 31,810 | Added |
| 22 | Concurrent Investment Advisors, LLC | $649,704 | 31,739 | New |
| 23 | Independence Bank of Kentucky | $594,101 | 29,023 | Added |
| 24 | NorthAvenue LLC | $591,369 | 28,890 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $374,250 | 18,283 | Added |