| 1 | GW HENSSLER & ASSOCIATES LTD | $12.0M | 192,861 | Added |
| 2 | TRUIST FINANCIAL CORP | $9.1M | 147,053 | Added |
| 3 | Monument Capital Management | $5.8M | 92,951 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $5.3M | 84,668 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 69,510 | Trimmed |
| 6 | Crestwood Advisors Group, LLC | $2.6M | 42,416 | Trimmed |
| 7 | Westwind Capital | $2.3M | 36,934 | Added |
| 8 | Cadent Capital Advisors, LLC | $1.3M | 20,822 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 20,460 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 20,678 | Trimmed |
| 11 | AUGUSTINE ASSET MANAGEMENT INC | $1.2M | 20,000 | Hold |
| 12 | Fearless Solutions, LLC dba Best Invest | $1.1M | 18,279 | Trimmed |
| 13 | Heritage Wealth Management, Inc. | $1.1M | 17,850 | New |
| 14 | Asempa Wealth Advisors | $942,139 | 15,144 | Added |
| 15 | TRANSCEND CAPITAL ADVISORS, LLC | $902,045 | 14,500 | Hold |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $772,026 | 12,410 | Trimmed |
| 17 | STEPHENS INC /AR/ | $605,850 | 9,739 | Trimmed |
| 18 | High Net Worth Advisory Group LLC | $568,599 | 9,140 | Hold |
| 19 | Vanguard Capital Wealth Advisors | $523,745 | 8,419 | New |
| 20 | North Star Investment Management Corp. | $496,747 | 7,985 | Trimmed |
| 21 | OPPENHEIMER & CO INC | $494,943 | 7,956 | Trimmed |
| 22 | Cordoba Advisory Partners LLC | $440,464 | 7,076 | Trimmed |
| 23 | PARK AVENUE SECURITIES LLC | $423,000 | 6,804 | Trimmed |
| 24 | Fiduciary Alliance LLC | $407,476 | 6,550 | Hold |
| 25 | NEVILLE RODIE & SHAW INC | $404,000 | 6,490 | Hold |