| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 396,730 | Trimmed |
| 2 | Cornerstone Wealth, LLC/TN | $5.5M | 182,738 | Added |
| 3 | Kestra Advisory Services, LLC | $3.0M | 97,440 | Trimmed |
| 4 | Diligent Investors, LLC | $1.7M | 56,310 | Added |
| 5 | TrustBank | $1.3M | 42,390 | Added |
| 6 | Element Squared LLC | $1.2M | 39,658 | Hold |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 39,113 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $1.1M | 35,922 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $848,000 | 27,964 | Added |
| 10 | AdvisorNet Financial, Inc | $673,385 | 22,195 | Hold |
| 11 | WEDBUSH SECURITIES INC | $670,000 | 22,077 | Hold |
| 12 | Integrity Advisory Solutions, LLC | $553,150 | 18,232 | New |
| 13 | Certified Advisory Corp | $511,039 | 16,844 | Trimmed |
| 14 | Heck Capital Advisors, LLC | $365,591 | 12,050 | Hold |
| 15 | Prasad Wealth Partners, LLC | $303,395 | 10,000 | Hold |
| 16 | PFG Advisors | $300,149 | 9,893 | Added |
| 17 | TopTier Wealth Management, LLC | $295,021 | 9,724 | Hold |
| 18 | IFP Advisors, Inc | $271,387 | 8,945 | Trimmed |
| 19 | CORRADO ADVISORS, LLC | $252,061 | 8,308 | Hold |
| 20 | AE Wealth Management LLC | $250,604 | 8,260 | Added |
| 21 | CRUX WEALTH ADVISORS | $218,293 | 7,195 | New |
| 22 | DHJJ Financial Advisors, Ltd. | $214,379 | 7,066 | Hold |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $191,139 | 6,300 | Hold |
| 24 | Whipplewood Advisors, LLC | $0 | 0 | Exited |
| 25 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |