| 1 | TRUIST FINANCIAL CORP | $12.3M | 209,066 | Added |
| 2 | Encompass More Asset Management | $10.7M | 181,118 | Trimmed |
| 3 | Cornerstone Wealth, LLC/TN | $8.1M | 138,014 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $8.0M | 136,360 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 116,375 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $6.7M | 113,216 | Trimmed |
| 7 | RED CRANE WEALTH MANAGEMENT, LLC | $6.3M | 107,014 | Trimmed |
| 8 | AdvisorNet Financial, Inc | $4.8M | 80,505 | Trimmed |
| 9 | Outlook Wealth Advisors, LLC | $3.1M | 52,802 | Added |
| 10 | Diligent Investors, LLC | $2.9M | 49,129 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 39,306 | Trimmed |
| 12 | Crown Wealth Group, LLC | $2.3M | 38,337 | Hold |
| 13 | My Personal CFO, LLC | $2.1M | 36,000 | Hold |
| 14 | Forty-three Eighteen Advisors, LLC | $2.0M | 34,569 | Hold |
| 15 | DHJJ Financial Advisors, Ltd. | $2.0M | 33,995 | Trimmed |
| 16 | BIP Wealth, LLC | $1.4M | 24,515 | Added |
| 17 | Triumph Capital Management | $1.4M | 23,471 | Trimmed |
| 18 | IFP Advisors, Inc | $1.3M | 22,297 | Added |
| 19 | Focus Financial Network, Inc. | $1.3M | 21,319 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 17,565 | Hold |
| 21 | PFG Advisors | $1.0M | 16,996 | Trimmed |
| 22 | Global Assets Advisory, LLC | $980,289 | 16,680 | New |
| 23 | CWC Advisors, LLC. | $839,619 | 14,226 | Trimmed |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $829,821 | 14,060 | Added |
| 25 | AE Wealth Management LLC | $812,941 | 13,774 | Trimmed |