| 1 | ACCESS FINANCIAL SERVICES, INC. | $3.5M | 107,916 | Added |
| 2 | CORRADO ADVISORS, LLC | $2.5M | 77,304 | Trimmed |
| 3 | Berger Financial Group, Inc | $1.6M | 49,205 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 45,662 | Added |
| 5 | Belpointe Asset Management LLC | $1.5M | 44,907 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.4M | 43,182 | New |
| 7 | Americana Partners, LLC | $1.3M | 39,978 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $1.3M | 39,783 | Added |
| 9 | SIGNATUREFD, LLC | $1.2M | 36,920 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 33,746 | New |
| 11 | OLD MISSION CAPITAL LLC | $884,948 | 27,179 | New |
| 12 | TRUIST FINANCIAL CORP | $872,282 | 26,790 | Hold |
| 13 | Cetera Investment Advisers | $845,583 | 25,970 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $844,903 | 25,949 | Trimmed |
| 15 | GILL CAPITAL PARTNERS, LLC | $838,746 | 25,760 | Added |
| 16 | LPL Financial LLC | $712,185 | 21,873 | Trimmed |
| 17 | FIDUCIARY FINANCIAL GROUP, LLC | $668,327 | 20,526 | Hold |
| 18 | CAPTRUST FINANCIAL ADVISORS | $582,564 | 17,892 | Hold |
| 19 | First Commonwealth Financial Corp /PA/ | $561,855 | 17,256 | Trimmed |
| 20 | WEALTH ALLIANCE, LLC | $476,700 | 14,641 | Hold |
| 21 | Outlook Wealth Advisors, LLC | $469,873 | 14,431 | New |
| 22 | Beacon Pointe Advisors, LLC | $463,004 | 14,220 | Added |
| 23 | CYPRESS FINANCIAL PLANNING LLC | $461,375 | 14,170 | Trimmed |
| 24 | KFG WEALTH MANAGEMENT, LLC | $435,002 | 13,360 | Hold |
| 25 | Private Advisor Group, LLC | $428,001 | 13,145 | Hold |