| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 57,847 | Trimmed |
| 2 | CITIGROUP INC | $2.7M | 43,291 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.6M | 41,784 | Added |
| 4 | Cedrus Wealth Group LLC | $2.2M | 35,806 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 22,591 | Trimmed |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.3M | 20,958 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $992,198 | 15,845 | Added |
| 8 | Kestra Advisory Services, LLC | $764,764 | 12,213 | Added |
| 9 | Worthington Financial Partners, LLC | $621,654 | 9,927 | Added |
| 10 | Farther Finance Advisors, LLC | $571,598 | 9,128 | Trimmed |
| 11 | Private Advisor Group, LLC | $558,926 | 8,926 | Added |
| 12 | Trueblood Wealth Management, LLC | $527,810 | 8,429 | Added |
| 13 | RPg Family Wealth Advisory, LLC | $397,824 | 6,353 | Added |
| 14 | Belpointe Asset Management LLC | $343,839 | 5,490 | Added |
| 15 | Nova Wealth Management, Inc. | $292,558 | 4,672 | Trimmed |
| 16 | MGO ONE SEVEN LLC | $282,416 | 4,510 | New |
| 17 | Spire Wealth Management | $280,085 | 4,473 | Hold |
| 18 | Madden Advisory Services, Inc. | $277,594 | 4,433 | Trimmed |
| 19 | Global View Capital Management LLC | $230,504 | 3,681 | Trimmed |
| 20 | Cornerstone Wealth Management, LLC | $226,261 | 3,613 | Added |
| 21 | Stonebridge Financial Planning Group, LLC | $225,432 | 3,600 | Trimmed |
| 22 | BELLEVUE ASSET MANAGEMENT, LLC | $115,247 | 1,840 | Hold |
| 23 | DHJJ Financial Advisors, Ltd. | $109,588 | 1,750 | Trimmed |
| 24 | CX Institutional | $83,000 | 1,323 | Trimmed |
| 25 | City State Bank | $62,620 | 1,000 | Hold |