| 1 | OPPENHEIMER & CO INC | $17.3M | 398,260 | Added |
| 2 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $12.4M | 286,176 | Trimmed |
| 3 | Wood Tarver Financial Group, LLC | $10.4M | 238,486 | Trimmed |
| 4 | REAP Financial Group, LLC | $9.6M | 220,497 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 149,759 | Added |
| 6 | Mutual Advisors, LLC | $6.3M | 144,343 | Trimmed |
| 7 | Per Stirling Capital Management, LLC. | $5.9M | 136,131 | Added |
| 8 | LCNB CORP | $5.5M | 127,140 | Added |
| 9 | OSAIC HOLDINGS, INC. | $5.4M | 123,585 | Trimmed |
| 10 | Sequent Planning LLC | $5.1M | 116,972 | Trimmed |
| 11 | WINNOW WEALTH LLC | $4.9M | 113,260 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 109,476 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $4.1M | 93,409 | Trimmed |
| 14 | MONEY CONCEPTS CAPITAL CORP | $3.8M | 87,811 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $3.8M | 87,045 | Added |
| 16 | Cetera Investment Advisers | $3.4M | 78,645 | Added |
| 17 | Kestra Advisory Services, LLC | $3.4M | 77,996 | Trimmed |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 74,384 | Added |
| 19 | TRUIST FINANCIAL CORP | $3.2M | 72,877 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $3.0M | 69,287 | Added |
| 21 | Commonwealth Financial Services, LLC | $2.3M | 53,354 | Added |
| 22 | CWM, LLC | $2.3M | 52,637 | Trimmed |
| 23 | NewEdge Wealth, LLC | $2.3M | 52,196 | Hold |
| 24 | Ritter Daniher Financial Advisory LLC / DE | $2.2M | 51,265 | Trimmed |
| 25 | LPL Financial LLC | $2.2M | 51,254 | Trimmed |