| 1 | Element Squared LLC | $41.7M | 1.3M | Trimmed |
| 2 | Cornerstone Wealth, LLC/TN | $5.9M | 182,346 | Added |
| 3 | CORRADO ADVISORS, LLC | $2.6M | 79,644 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 48,471 | Trimmed |
| 5 | TrustBank | $835,119 | 25,925 | Hold |
| 6 | TRUIST FINANCIAL CORP | $769,826 | 23,898 | Trimmed |
| 7 | Cyndeo Wealth Partners, LLC | $683,300 | 21,212 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $640,650 | 19,888 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $594,000 | 18,444 | Added |
| 10 | Stonebridge Financial Group, LLC | $508,416 | 15,783 | Hold |
| 11 | Kestra Advisory Services, LLC | $480,101 | 14,904 | Trimmed |
| 12 | Merit Financial Group, LLC | $464,897 | 14,432 | Hold |
| 13 | Diligent Investors, LLC | $460,644 | 14,300 | Added |
| 14 | DHJJ Financial Advisors, Ltd. | $260,861 | 8,098 | Hold |
| 15 | FOUNDERS FINANCIAL SECURITIES LLC | $259,926 | 8,069 | Added |
| 16 | INTEGRITY ALLIANCE, LLC. | $235,863 | 7,322 | Hold |
| 17 | AE Wealth Management LLC | $226,006 | 7,016 | Trimmed |
| 18 | Summit Wealth Partners, LLC | $215,987 | 6,705 | New |
| 19 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $206,163 | 6,400 | New |
| 20 | IFP Advisors, Inc | $129,303 | 4,014 | Trimmed |
| 21 | AdvisorNet Financial, Inc | $32,148 | 998 | Hold |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19,328 | 600 | Hold |
| 23 | ASSETMARK, INC | $1,836 | 57 | Hold |
| 24 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |
| 25 | TopTier Wealth Management, LLC | $0 | 0 | Exited |