| 1 | Manske Wealth Management | $3.1M | 93,217 | Added |
| 2 | LPL Financial LLC | $2.5M | 73,281 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 69,024 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $1.9M | 56,772 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.2M | 34,505 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $740,692 | 22,105 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $714,179 | 21,314 | Trimmed |
| 8 | Rossmore Private Capital | $588,559 | 17,565 | Trimmed |
| 9 | Royal Bank of Canada | $538,000 | 16,049 | Hold |
| 10 | Ameritas Advisory Services, LLC | $509,707 | 15,212 | Added |
| 11 | MORGAN STANLEY | $437,951 | 13,070 | Trimmed |
| 12 | CITY NATIONAL BANK OF FLORIDA /MSD | $406,982 | 12,146 | Hold |
| 13 | AlphaStar Capital Management, LLC | $344,122 | 10,270 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258,309 | 7,709 | New |
| 15 | IHT Wealth Management, LLC | $228,674 | 6,825 | Added |
| 16 | Joseph P. Lucia & Associates, LLC | $204,228 | 6,095 | Hold |
| 17 | JONES FINANCIAL COMPANIES LLLP | $68,800 | 2,078 | Trimmed |
| 18 | SBI Securities Co., Ltd. | $23,656 | 706 | Added |
| 19 | CX Institutional | $20,000 | 583 | Trimmed |
| 20 | Western Wealth Management, LLC | $15,681 | 468 | New |
| 21 | OSAIC HOLDINGS, INC. | $502 | 15 | Trimmed |
| 22 | Retireful, LLC | $0 | 0 | Exited |
| 23 | Keating Financial Advisory Services, Inc. | $0 | 0 | Exited |