| 1 | SimpliFi, Inc. | $13.4M | 329,152 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $4.2M | 102,814 | Added |
| 3 | Noble Wealth Management PBC | $1.8M | 44,589 | Added |
| 4 | Farther Finance Advisors, LLC | $1.6M | 38,361 | Trimmed |
| 5 | Capital Advisors, Ltd. LLC | $880,000 | 21,532 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $772,807 | 18,918 | Added |
| 7 | Great Waters Wealth Management | $680,226 | 16,652 | Trimmed |
| 8 | Orgel Wealth Management, LLC | $595,185 | 14,570 | Added |
| 9 | United Advisor Group, LLC | $572,431 | 14,013 | Trimmed |
| 10 | 180 WEALTH ADVISORS, LLC | $522,503 | 12,791 | Hold |
| 11 | Atria Investments, Inc | $387,157 | 9,478 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $361,372 | 8,846 | Trimmed |
| 13 | CAPITAL MANAGEMENT CORP /VA | $331,130 | 8,106 | Hold |
| 14 | IFP Advisors, Inc | $294,488 | 7,209 | Hold |
| 15 | Clark Asset Management, LLC | $290,484 | 7,111 | Hold |
| 16 | OPPENHEIMER & CO INC | $285,950 | 7,000 | Hold |
| 17 | WORLD EQUITY GROUP, INC. | $227,963 | 5,568 | New |
| 18 | UHLMANN PRICE SECURITIES, LLC | $221,771 | 5,429 | New |
| 19 | Spinnaker Investment Group, LLC | $220,876 | 5,407 | New |
| 20 | CENTRAL TRUST Co | $122,550 | 3,000 | Hold |
| 21 | SBI Securities Co., Ltd. | $71,896 | 1,760 | Trimmed |
| 22 | Princeton Global Asset Management LLC | $51,471 | 1,260 | Hold |
| 23 | Cullen/Frost Bankers, Inc. | $20,448 | 501 | New |
| 24 | NBC SECURITIES, INC. | $15,523 | 380 | Hold |
| 25 | AdvisorNet Financial, Inc | $6,553 | 160 | Hold |