| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 356,327 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $9.2M | 220,633 | Trimmed |
| 3 | MILESTONE ASSET MANAGEMENT, LLC | $6.0M | 144,262 | Added |
| 4 | Pinnacle Wealth Management Group, Inc. | $3.9M | 94,120 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 93,724 | Trimmed |
| 6 | Comprehensive Financial Consultants Institutional, Inc. | $3.9M | 92,405 | Trimmed |
| 7 | CITY HOLDING CO | $2.9M | 70,315 | Trimmed |
| 8 | Concurrent Investment Advisors, LLC | $2.3M | 54,113 | Trimmed |
| 9 | FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 44,414 | Added |
| 10 | Farther Finance Advisors, LLC | $1.3M | 31,059 | Added |
| 11 | REAP Financial Group, LLC | $1.2M | 29,305 | Trimmed |
| 12 | SECURED RETIREMENT ADVISORS, LLC | $1.2M | 27,906 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 24,437 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.0M | 24,190 | Trimmed |
| 15 | NorthCrest Asset Manangement, LLC | $896,971 | 21,387 | Trimmed |
| 16 | Ignite Planners, LLC | $845,847 | 20,238 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $817,385 | 19,557 | Trimmed |
| 18 | Brookstone Capital Management | $444,490 | 10,635 | Trimmed |
| 19 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $425,390 | 10,178 | Trimmed |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $402,053 | 9,630 | Added |
| 21 | CoreCap Advisors, LLC | $392,288 | 9,386 | Added |
| 22 | Avidian Wealth Enterprises, LLC | $369,008 | 8,829 | Hold |
| 23 | Diligent Investors, LLC | $362,781 | 8,680 | Hold |
| 24 | American Financial Advisors, LLC | $329,334 | 7,880 | Trimmed |
| 25 | Private Advisor Group, LLC | $326,002 | 7,800 | Hold |