| 1 | Equitable Holdings, Inc. | $8.1M | 307,346 | Added |
| 2 | LPL Financial LLC | $7.6M | 288,465 | Added |
| 3 | MORGAN STANLEY | $4.0M | 153,886 | Added |
| 4 | SFE Investment Counsel | $3.0M | 114,822 | Added |
| 5 | Concurrent Investment Advisors, LLC | $2.6M | 100,795 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.6M | 100,102 | Added |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 64,159 | New |
| 8 | Royal Bank of Canada | $1.3M | 50,410 | Added |
| 9 | LBMC INVESTMENT ADVISORS, LLC | $1.3M | 49,761 | Added |
| 10 | MONECO Advisors, LLC | $1.3M | 49,222 | Added |
| 11 | Ark Wealth Advisors LLC | $1.3M | 48,568 | Added |
| 12 | OSAIC HOLDINGS, INC. | $1.3M | 48,469 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $1.0M | 39,173 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $897,585 | 34,335 | Added |
| 15 | Jessup Wealth Management, Inc | $822,717 | 31,342 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $750,000 | 28,584 | Added |
| 17 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $580,309 | 22,107 | Trimmed |
| 18 | Cetera Investment Advisers | $502,108 | 19,128 | New |
| 19 | TRUIST FINANCIAL CORP | $462,053 | 17,602 | New |
| 20 | VestGen Advisors, LLC | $460,064 | 17,526 | Added |
| 21 | Modern Wealth Management, LLC | $442,768 | 16,867 | Hold |
| 22 | 4Thought Financial Group Inc. | $436,952 | 16,646 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $384,825 | 14,660 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $311,063 | 11,850 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $277,010 | 10,553 | Added |