| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 190,520 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $7.7M | 176,856 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 172,926 | Trimmed |
| 4 | DAGCO, INC. | $4.6M | 106,109 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $4.1M | 94,676 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.7M | 85,438 | Added |
| 7 | PARK AVENUE SECURITIES LLC | $2.3M | 53,379 | Hold |
| 8 | FOUNDERS FINANCIAL SECURITIES LLC | $2.2M | 49,666 | New |
| 9 | Avantra Family Wealth, Inc. | $1.9M | 43,372 | Added |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.5M | 34,000 | Hold |
| 11 | E&G Advisors, LP | $1.2M | 27,150 | Trimmed |
| 12 | CITY HOLDING CO | $1.2M | 26,775 | Trimmed |
| 13 | Diligent Investors, LLC | $1.1M | 25,993 | Trimmed |
| 14 | Concurrent Investment Advisors, LLC | $1.1M | 25,448 | Trimmed |
| 15 | Avidian Wealth Enterprises, LLC | $862,233 | 19,826 | Hold |
| 16 | Kovack Advisors, Inc. | $845,962 | 19,452 | Hold |
| 17 | Prospera Financial Services Inc | $690,743 | 15,883 | Trimmed |
| 18 | Integrity Financial Corp /WA | $665,571 | 15,304 | Trimmed |
| 19 | DAYMARK WEALTH PARTNERS, LLC | $617,533 | 14,199 | Trimmed |
| 20 | Nvest Financial, LLC | $602,989 | 13,865 | Hold |
| 21 | Ferguson Shapiro LLC | $496,786 | 11,423 | Trimmed |
| 22 | NORDEN GROUP LLC | $453,775 | 10,434 | Hold |
| 23 | McKinley Carter Wealth Services, Inc. | $428,855 | 9,861 | Added |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | $422,940 | 9,725 | Trimmed |
| 25 | CoreCap Advisors, LLC | $403,413 | 9,276 | Added |