| 1 | HFG Wealth Management, LLC | $21.3M | 552,661 | Trimmed |
| 2 | Bouchey Financial Group Ltd | $17.8M | 449,616 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $12.4M | 319,976 | Trimmed |
| 4 | Sequent Planning LLC | $8.8M | 226,717 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $7.2M | 185,847 | Trimmed |
| 6 | Cetera Investment Advisers | $6.0M | 156,085 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 151,347 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 145,288 | Trimmed |
| 9 | Advisory Services Network, LLC | $4.9M | 128,100 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $4.3M | 110,461 | Trimmed |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $4.2M | 108,032 | Trimmed |
| 12 | Corus Family Wealth Advisors | $3.0M | 77,910 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $2.9M | 75,798 | Added |
| 14 | Americana Partners, LLC | $2.8M | 71,548 | Trimmed |
| 15 | LPL Financial LLC | $2.2M | 57,976 | Added |
| 16 | UPTICK PARTNERS, LLC | $1.9M | 49,610 | Added |
| 17 | Range Financial Group LLC | $1.9M | 47,907 | Added |
| 18 | Steward Partners Investment Advisory, LLC | $1.7M | 45,082 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.6M | 42,580 | Added |
| 20 | Foundations Investment Advisors, LLC | $1.6M | 42,465 | Trimmed |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 40,295 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 38,740 | Added |
| 23 | Wood Tarver Financial Group, LLC | $1.3M | 33,223 | Trimmed |
| 24 | CITY HOLDING CO | $1.3M | 32,750 | Trimmed |
| 25 | CAPTRUST FINANCIAL ADVISORS | $1.2M | 31,506 | Trimmed |