| 1 | Advisory Resource Group | $22.0M | 591,588 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $18.8M | 506,672 | Added |
| 3 | TRUIST FINANCIAL CORP | $5.2M | 140,234 | New |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $4.5M | 121,418 | New |
| 5 | Belpointe Asset Management LLC | $4.4M | 117,340 | New |
| 6 | SOUTHERN CAPITAL SERVICES INC /ADV | $3.9M | 104,350 | New |
| 7 | BENJAMIN EDWARDS INC | $2.5M | 66,176 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 64,361 | Trimmed |
| 9 | Rubicon Advisors, GP | $1.4M | 36,453 | New |
| 10 | Mascagni Wealth Management, Inc. | $918,813 | 24,716 | Added |
| 11 | Fortis Group Advisors, LLC | $902,178 | 24,269 | New |
| 12 | OxenFree Capital LLC | $681,780 | 19,093 | New |
| 13 | Atlas Wealth LLC | $672,256 | 18,084 | New |
| 14 | Sovran Advisors, LLC | $538,437 | 16,112 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $524,150 | 14,100 | New |
| 16 | Private Advisor Group, LLC | $493,246 | 13,268 | New |
| 17 | Optivise Advisory Services LLC | $469,118 | 12,619 | New |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $318,736 | 8,800 | Hold |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $303,712 | 8,170 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $255,557 | 7,065 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $246,502 | 6,631 | New |
| 22 | Signature Equity Partners, LLC | $245,973 | 6,617 | New |
| 23 | Triumph Capital Management | $149,700 | 4,027 | New |
| 24 | Founders Financial Alliance, LLC | $81,783 | 2,200 | New |
| 25 | Golden State Wealth Management, LLC | $23,444 | 630 | Hold |