| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 407,070 | Trimmed |
| 2 | Marotta Asset Management | $11.6M | 220,729 | Added |
| 3 | Certified Advisory Corp | $11.5M | 219,172 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $7.9M | 151,274 | Added |
| 5 | Financial Perspectives, Inc | $7.3M | 139,634 | Added |
| 6 | Kestra Advisory Services, LLC | $5.6M | 105,769 | Trimmed |
| 7 | J.W. COLE ADVISORS, INC. | $3.8M | 71,637 | New |
| 8 | SOUTHERN CAPITAL ADVISORS, LLC | $3.4M | 65,003 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 64,341 | Trimmed |
| 10 | Roxbury Financial LLC | $3.0M | 56,809 | Added |
| 11 | Yoder Wealth Management, Inc. | $2.5M | 47,769 | Added |
| 12 | CITIGROUP INC | $2.4M | 46,372 | Trimmed |
| 13 | HERBST GROUP, LLC | $2.0M | 38,555 | Added |
| 14 | LYNCH & ASSOCIATES/IN | $1.9M | 35,666 | Added |
| 15 | Beaumont Financial Advisors, LLC | $1.8M | 35,042 | Trimmed |
| 16 | MISSION WEALTH MANAGEMENT, LP | $1.4M | 27,264 | New |
| 17 | Heck Capital Advisors, LLC | $1.4M | 26,459 | Trimmed |
| 18 | Atlas Brown,Inc. | $1.3M | 25,677 | Trimmed |
| 19 | Smith Salley Wealth Management | $1.2M | 23,280 | Trimmed |
| 20 | PRINCIPAL SECURITIES, INC. | $1.0M | 19,801 | Trimmed |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $948,242 | 18,048 | Trimmed |
| 22 | Nova Wealth Management, Inc. | $872,538 | 16,607 | Added |
| 23 | AMERICAN NATIONAL BANK & TRUST | $849,181 | 16,165 | Added |
| 24 | Belpointe Asset Management LLC | $828,938 | 15,777 | Added |
| 25 | Fortis Capital Advisors, LLC | $828,938 | 15,777 | Added |