| 1 | Concurrent Investment Advisors, LLC | $15.3M | 283,615 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $2.7M | 49,908 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $1.8M | 33,845 | Added |
| 4 | RiverTree Advisors, LLC | $1.5M | 28,735 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $1.5M | 27,278 | Trimmed |
| 6 | Milestones Private Investment Advisors LLC | $1.5M | 27,164 | Trimmed |
| 7 | Plus Group Wealth Advisors LLC | $1.4M | 26,767 | Added |
| 8 | D.A. DAVIDSON & CO. | $1.4M | 26,753 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $789,352 | 14,679 | Trimmed |
| 10 | SkyOak Wealth, LLC | $620,350 | 11,536 | Hold |
| 11 | Kovack Advisors, Inc. | $608,603 | 11,567 | Trimmed |
| 12 | Realta Investment Advisors | $529,379 | 9,844 | Added |
| 13 | COTTONWOOD CAPITAL ADVISORS, LLC | $500,323 | 9,304 | Trimmed |
| 14 | Horst & Graben Wealth Management LLC | $430,088 | 8,205 | Trimmed |
| 15 | EVERETT HARRIS & CO /CA/ | $354,109 | 6,585 | Hold |
| 16 | Synergy Asset Management, LLC | $352,603 | 6,557 | Trimmed |
| 17 | TSA Wealth Managment LLC | $339,321 | 6,310 | Trimmed |
| 18 | Prospera Financial Services Inc | $324,099 | 6,027 | Added |
| 19 | American Financial Advisors, LLC | $319,435 | 5,940 | Trimmed |
| 20 | Elevation Capital Advisory, LLC | $282,855 | 5,260 | New |
| 21 | City Center Advisors, LLC | $214,684 | 3,992 | New |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $125,370 | 2,392 | Added |
| 23 | Farther Finance Advisors, LLC | $82,204 | 1,529 | Hold |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $45,709 | 850 | Hold |
| 25 | NBC SECURITIES, INC. | $14,442 | 268 | Added |