| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $16.0M | 255,126 | Trimmed |
| 2 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $11.5M | 184,121 | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $7.8M | 124,009 | Added |
| 4 | Element Squared LLC | $6.6M | 105,583 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $5.5M | 88,637 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.1M | 81,930 | Added |
| 7 | Kestra Advisory Services, LLC | $4.7M | 75,703 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 51,995 | Trimmed |
| 9 | RED CRANE WEALTH MANAGEMENT, LLC | $2.1M | 33,966 | Added |
| 10 | Certified Advisory Corp | $2.0M | 31,248 | Trimmed |
| 11 | Diligent Investors, LLC | $1.8M | 28,198 | Trimmed |
| 12 | Jacobi Capital Management LLC | $1.6M | 24,886 | Trimmed |
| 13 | First Heartland Consultants, Inc. | $1.5M | 24,698 | Trimmed |
| 14 | Cornerstone Wealth, LLC/TN | $1.5M | 23,385 | Hold |
| 15 | BIP Wealth, LLC | $1.4M | 23,166 | Trimmed |
| 16 | Valtinson Bruner Financial Planning LLC | $1.4M | 22,954 | Hold |
| 17 | Brookstone Capital Management | $1.4M | 21,902 | Added |
| 18 | Merit Financial Group, LLC | $1.3M | 21,536 | Trimmed |
| 19 | DHJJ Financial Advisors, Ltd. | $1.1M | 17,875 | Trimmed |
| 20 | Mid-American Wealth Advisory Group, Inc. | $1.0M | 16,526 | Added |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.0M | 16,420 | Hold |
| 22 | CoreCap Advisors, LLC | $985,769 | 15,766 | Added |
| 23 | CRA Financial Services, LLC | $955,069 | 15,275 | Hold |
| 24 | Focus Financial Network, Inc. | $849,215 | 13,582 | Hold |
| 25 | SECURED RETIREMENT ADVISORS, LLC | $787,815 | 12,600 | Added |