| 1 | QUANTUM FINANCIAL PARTNERS LLC | $6.9M | 281,200 | New |
| 2 | TRUIST FINANCIAL CORP | $6.4M | 262,403 | Added |
| 3 | Sound Income Strategies, LLC | $5.7M | 233,036 | Trimmed |
| 4 | INTEGRITY ALLIANCE, LLC. | $4.7M | 190,387 | Added |
| 5 | Merit Financial Group, LLC | $4.3M | 175,271 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 157,880 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 69,709 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.6M | 65,766 | Added |
| 9 | Kestra Advisory Services, LLC | $1.5M | 59,791 | Added |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $936,585 | 38,042 | Added |
| 11 | OPPENHEIMER & CO INC | $815,392 | 33,173 | Trimmed |
| 12 | PARK AVENUE SECURITIES LLC | $677,000 | 27,544 | Trimmed |
| 13 | McNaughton Wealth Management, LLC | $331,830 | 13,500 | New |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $244,475 | 10,069 | Added |
| 15 | Trilogy Capital Inc. | $226,308 | 9,207 | Hold |
| 16 | Signature Equity Partners, LLC | $43,482 | 1,769 | Hold |
| 17 | Farther Finance Advisors, LLC | $34,574 | 1,407 | Trimmed |
| 18 | Triumph Capital Management | $18,927 | 770 | Hold |
| 19 | Spire Wealth Management | $9,267 | 377 | Added |
| 20 | Key Capital Management, INC | $4,056 | 165 | Trimmed |
| 21 | Blue Trust, Inc. | $1,499 | 61 | Hold |
| 22 | AE Wealth Management LLC | $1,390 | 57 | Added |
| 23 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 24 | PRINCIPAL SECURITIES, INC. | $0 | 0 | Exited |