| 1 | RAYMOND JAMES FINANCIAL INC | $39.2M | 1.0M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 375,521 | Trimmed |
| 3 | Cetera Investment Advisers | $13.2M | 340,216 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $11.1M | 285,634 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $9.7M | 249,590 | Added |
| 6 | MILESTONE ASSET MANAGEMENT, LLC | $5.4M | 139,720 | Added |
| 7 | LPL Financial LLC | $5.0M | 127,607 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 115,326 | Added |
| 9 | Pinnacle Wealth Management Group, Inc. | $3.7M | 94,320 | Trimmed |
| 10 | Comprehensive Financial Consultants Institutional, Inc. | $3.6M | 93,416 | Trimmed |
| 11 | Americana Partners, LLC | $3.6M | 92,856 | Trimmed |
| 12 | Per Stirling Capital Management, LLC. | $2.9M | 73,205 | Trimmed |
| 13 | Arax Advisory Partners | $2.8M | 70,703 | New |
| 14 | CITY HOLDING CO | $2.7M | 70,375 | Trimmed |
| 15 | Concurrent Investment Advisors, LLC | $2.4M | 62,576 | Added |
| 16 | FSB PREMIER WEALTH MANAGEMENT, INC. | $2.2M | 55,837 | Trimmed |
| 17 | AssuredPartners Investment Advisors, LLC | $2.1M | 53,713 | Hold |
| 18 | UPTICK PARTNERS, LLC | $2.0M | 50,520 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $1.7M | 43,614 | Trimmed |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 42,288 | Added |
| 21 | Tanglewood Legacy Advisors, LLC | $1.5M | 38,442 | Hold |
| 22 | Sigma Planning Corp | $1.4M | 36,982 | Added |
| 23 | Anfield Capital Management, LLC | $1.2M | 31,453 | Hold |
| 24 | Foundations Investment Advisors, LLC | $1.2M | 30,679 | Added |
| 25 | REAP Financial Group, LLC | $1.2M | 29,568 | Hold |