| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 511,719 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $16.3M | 356,698 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 215,694 | Trimmed |
| 4 | Ascent Wealth Partners, LLC | $9.6M | 210,214 | Trimmed |
| 5 | Concurrent Investment Advisors, LLC | $9.4M | 206,911 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $8.4M | 184,726 | Added |
| 7 | TRUIST FINANCIAL CORP | $8.2M | 180,690 | Trimmed |
| 8 | Miracle Mile Advisors, LLC | $7.3M | 159,083 | Trimmed |
| 9 | CoreCap Advisors, LLC | $6.8M | 148,465 | Trimmed |
| 10 | Brookstone Capital Management | $6.3M | 138,876 | Trimmed |
| 11 | McAlister, Sweet & Associates, Inc. | $5.6M | 123,580 | Trimmed |
| 12 | Diligent Investors, LLC | $5.5M | 119,596 | Trimmed |
| 13 | Atria Investments, Inc | $4.8M | 104,514 | Added |
| 14 | Capital Investment Advisory Services, LLC | $4.6M | 101,541 | Trimmed |
| 15 | Southland Equity Partners LLC | $3.8M | 82,461 | Trimmed |
| 16 | Lineweaver Wealth Advisors, LLC | $3.4M | 74,853 | Hold |
| 17 | KFG WEALTH MANAGEMENT, LLC | $3.2M | 69,241 | Trimmed |
| 18 | Cassady Wealth & Retirement Planning, LLC | $2.8M | 62,298 | Trimmed |
| 19 | CRA Financial Services, LLC | $2.7M | 59,910 | Trimmed |
| 20 | YARGER WEALTH STRATEGIES, LLC | $2.7M | 58,602 | Trimmed |
| 21 | Chris Bulman Inc | $2.6M | 56,987 | Trimmed |
| 22 | CORRADO ADVISORS, LLC | $2.5M | 55,384 | Trimmed |
| 23 | BCS Wealth Management | $2.5M | 55,204 | Trimmed |
| 24 | MTM FINANCIAL GROUP, LLC | $2.3M | 50,714 | New |
| 25 | DHJJ Financial Advisors, Ltd. | $2.2M | 48,486 | Trimmed |