| 1 | Americana Partners, LLC | $3.5M | 116,174 | Trimmed |
| 2 | Focus Partners Wealth | $2.7M | 90,989 | Trimmed |
| 3 | Beacon Pointe Advisors, LLC | $1.6M | 54,003 | New |
| 4 | TRUIST FINANCIAL CORP | $1.5M | 49,317 | Trimmed |
| 5 | OLD MISSION CAPITAL LLC | $1.4M | 47,793 | Added |
| 6 | CORRADO ADVISORS, LLC | $1.4M | 45,326 | Trimmed |
| 7 | WPWealth LLP | $1.1M | 37,355 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $941,640 | 31,251 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $662,112 | 21,974 | Trimmed |
| 10 | CAPTRUST FINANCIAL ADVISORS | $546,135 | 18,125 | Hold |
| 11 | Kestra Advisory Services, LLC | $490,271 | 16,271 | Hold |
| 12 | WEALTH ALLIANCE, LLC | $448,810 | 14,895 | Hold |
| 13 | Cetera Investment Advisers | $443,688 | 14,725 | Added |
| 14 | RED CRANE WEALTH MANAGEMENT, LLC | $431,183 | 14,310 | Added |
| 15 | PFG Advisors | $416,238 | 13,814 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $390,174 | 12,949 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $365,722 | 12,138 | Trimmed |
| 18 | DHJJ Financial Advisors, Ltd. | $365,286 | 12,123 | Trimmed |
| 19 | FIDUCIARY FINANCIAL GROUP, LLC | $287,245 | 9,533 | Hold |
| 20 | WEALTHGARDEN F.S. LLC | $255,124 | 8,467 | Hold |
| 21 | Diligent Investors, LLC | $224,480 | 7,450 | Hold |
| 22 | Beacon Financial Advisory LLC | $224,209 | 7,441 | Hold |
| 23 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $135,941 | 4,512 | Hold |
| 24 | GILL CAPITAL PARTNERS, LLC | $117,995 | 3,916 | New |
| 25 | JPMORGAN CHASE & CO | $107,384 | 3,630 | Added |