| 1 | Three Cord True Wealth Management, LLC | $21.2M | 144,922 | Added |
| 2 | Kestra Advisory Services, LLC | $10.7M | 73,328 | Trimmed |
| 3 | PERRYMAN FINANCIAL ADVISORY INC /AD | $10.4M | 71,100 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 68,565 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $9.9M | 67,339 | Added |
| 6 | Chicago Partners Investment Group LLC | $8.5M | 59,338 | Trimmed |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.9M | 47,086 | Added |
| 8 | D.A. DAVIDSON & CO. | $6.5M | 44,427 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 40,474 | Added |
| 10 | BENJAMIN EDWARDS INC | $5.1M | 34,934 | Added |
| 11 | Private Advisor Group, LLC | $5.1M | 34,552 | Added |
| 12 | Prospera Financial Services Inc | $3.8M | 25,645 | Trimmed |
| 13 | FSM Wealth Advisors, LLC | $3.3M | 22,274 | Trimmed |
| 14 | Solutions 4 Wealth, Ltd | $3.2M | 21,656 | Trimmed |
| 15 | Lakeridge Wealth Management LLC | $3.2M | 21,583 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $2.6M | 18,051 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 16,587 | Trimmed |
| 18 | Bedel Financial Consulting, Inc. | $2.3M | 15,700 | Hold |
| 19 | OPPENHEIMER & CO INC | $2.2M | 14,994 | Trimmed |
| 20 | Purus Wealth Management, LLC | $1.8M | 12,249 | Added |
| 21 | Kaydan Wealth Management, Inc. | $1.8M | 12,109 | Added |
| 22 | STEPHENS INC /AR/ | $1.6M | 10,790 | Added |
| 23 | DHJJ Financial Advisors, Ltd. | $1.5M | 10,513 | Added |
| 24 | PARK NATIONAL CORP /OH/ | $1.5M | 10,099 | Trimmed |
| 25 | Triumph Capital Management | $1.5M | 9,945 | Added |