| 1 | Compass Advisory Group LLC | $25.7M | 615,077 | Added |
| 2 | PFS Partners, LLC | $21.1M | 506,405 | Trimmed |
| 3 | Long Island Wealth Management, Inc. | $19.7M | 472,994 | Added |
| 4 | OSAIC HOLDINGS, INC. | $9.8M | 234,257 | Trimmed |
| 5 | MBL Wealth, LLC | $9.2M | 221,463 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 216,854 | Trimmed |
| 7 | BLAIR WILLIAM & CO/IL | $7.4M | 177,539 | Added |
| 8 | Cetera Investment Advisers | $7.0M | 167,247 | Added |
| 9 | Kestra Advisory Services, LLC | $6.7M | 160,124 | Added |
| 10 | Berkshire Money Management, Inc. | $6.2M | 149,379 | Hold |
| 11 | PRINCIPAL SECURITIES, INC. | $4.9M | 118,450 | Added |
| 12 | BFI Wealth Solutions, LLC | $4.8M | 113,217 | Added |
| 13 | LPL Financial LLC | $4.4M | 105,743 | Added |
| 14 | AdvisorNet Financial, Inc | $3.7M | 89,675 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.2M | 77,086 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 67,109 | Trimmed |
| 17 | Pallas Capital Advisors LLC | $2.6M | 63,294 | Trimmed |
| 18 | Sunbelt Securities, Inc. | $2.6M | 62,861 | Added |
| 19 | TRUIST FINANCIAL CORP | $2.2M | 52,041 | Added |
| 20 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $2.2M | 51,739 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.0M | 48,544 | Trimmed |
| 22 | Faithward Advisors, LLC | $2.0M | 47,935 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 43,682 | Added |
| 24 | Wood Tarver Financial Group, LLC | $1.8M | 43,648 | Trimmed |
| 25 | DHJJ Financial Advisors, Ltd. | $1.5M | 36,576 | Added |