| 1 | Ignite Planners, LLC | $9.1M | 272,928 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 198,582 | Added |
| 3 | Brookstone Capital Management | $3.8M | 113,081 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $2.9M | 86,453 | Added |
| 5 | Cetera Investment Advisers | $2.6M | 78,401 | Trimmed |
| 6 | CAPTRUST FINANCIAL ADVISORS | $2.2M | 65,264 | Added |
| 7 | Madrona Financial Services, LLC | $1.7M | 51,822 | Added |
| 8 | Mariner, LLC | $1.7M | 50,457 | Trimmed |
| 9 | Triad Wealth Partners, LLC | $1.6M | 49,270 | Trimmed |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $1.5M | 44,711 | Trimmed |
| 11 | LPL Financial LLC | $1.4M | 42,854 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $1.4M | 41,317 | Added |
| 13 | Cresset Asset Management, LLC | $1.4M | 40,805 | Hold |
| 14 | TRUIST FINANCIAL CORP | $1.3M | 39,405 | Hold |
| 15 | Capasso Planning Partners LLC | $1.3M | 37,798 | Hold |
| 16 | Legacy Edge Advisors, LLC | $1.3M | 37,638 | Trimmed |
| 17 | Atria Investments, Inc | $1.2M | 35,165 | Trimmed |
| 18 | Mutual Advisors, LLC | $1.1M | 33,003 | Trimmed |
| 19 | Anfield Capital Management, LLC | $769,638 | 22,988 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $751,000 | 22,424 | Added |
| 21 | OLD MISSION CAPITAL LLC | $732,877 | 21,890 | Trimmed |
| 22 | JANE STREET GROUP, LLC | $724,809 | 21,649 | New |
| 23 | HARBOUR INVESTMENTS, INC. | $683,796 | 20,424 | Trimmed |
| 24 | UPTICK PARTNERS, LLC | $633,107 | 18,910 | Added |
| 25 | Clear Creek Financial Management, LLC | $580,242 | 17,331 | Trimmed |