| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 256,239 | Trimmed |
| 2 | Cornerstone Wealth, LLC/TN | $3.8M | 111,076 | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $3.1M | 89,914 | Trimmed |
| 4 | RED CRANE WEALTH MANAGEMENT, LLC | $2.7M | 78,164 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 86,460 | Added |
| 6 | Berger Financial Group, Inc | $2.4M | 71,588 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $2.1M | 62,992 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.1M | 60,624 | Added |
| 9 | Diligent Investors, LLC | $1.9M | 57,159 | Hold |
| 10 | XML Financial, LLC | $1.7M | 50,500 | Trimmed |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 43,962 | Trimmed |
| 12 | Fragasso Financial Advisors Inc | $1.4M | 40,084 | Trimmed |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 39,787 | Added |
| 14 | Jacobi Capital Management LLC | $1.1M | 32,545 | Hold |
| 15 | IFP Advisors, Inc | $925,988 | 27,259 | Trimmed |
| 16 | WorthPointe, LLC | $840,044 | 24,729 | Trimmed |
| 17 | DHJJ Financial Advisors, Ltd. | $823,196 | 24,233 | Trimmed |
| 18 | Straight Path Wealth Management | $805,836 | 23,722 | Added |
| 19 | TRUIST FINANCIAL CORP | $746,796 | 21,984 | Trimmed |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | $669,617 | 19,712 | Trimmed |
| 21 | Global Trust Wealth Management LLC | $577,490 | 17,000 | Hold |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $524,870 | 15,451 | Added |
| 23 | BCS Wealth Management | $477,822 | 14,066 | Trimmed |
| 24 | Chicago Partners Investment Group LLC | $407,972 | 12,171 | Trimmed |
| 25 | Miller Financial Services LLC | $363,857 | 10,711 | Hold |