| 1 | Avantax Planning Partners, Inc. | $38.3M | 929,340 | Trimmed |
| 2 | Del-Sette Capital Management, LLC | $18.6M | 450,638 | Added |
| 3 | Brady Martz Wealth Solutions, LLC | $14.0M | 340,690 | Trimmed |
| 4 | MGO ONE SEVEN LLC | $13.3M | 322,431 | Added |
| 5 | Tenzing Financial LLC | $5.2M | 125,047 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 115,699 | Added |
| 7 | ALPS ADVISORS INC | $4.0M | 97,965 | Hold |
| 8 | TRUIST FINANCIAL CORP | $2.5M | 61,096 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 33,644 | Added |
| 10 | Fermata Advisors, LLC | $1.1M | 25,630 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $847,823 | 20,588 | Added |
| 12 | Apollon Wealth Management, LLC | $775,255 | 18,826 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $768,000 | 18,634 | Added |
| 14 | Fulton Bank, N.A. | $569,642 | 13,833 | Hold |
| 15 | Friday Financial | $476,070 | 11,444 | Hold |
| 16 | Private Advisor Group, LLC | $463,235 | 11,249 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $433,738 | 10,533 | Trimmed |
| 18 | Heritage Wealth Management, Inc. | $298,596 | 7,251 | Hold |
| 19 | Avior Wealth Management, LLC | $286,613 | 6,960 | Hold |
| 20 | CITIGROUP INC | $170,938 | 4,151 | Added |
| 21 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $75,026 | 1,822 | Added |
| 22 | NBC SECURITIES, INC. | $59,628 | 1,448 | Hold |
| 23 | MCDONALD PARTNERS LLC | $24,708 | 600 | New |
| 24 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $16,472 | 400 | Hold |
| 25 | LifeSteps Financial, Inc. | $7,618 | 185 | New |