| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $28.3M | 616,836 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $11.5M | 250,338 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 248,963 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $9.0M | 196,406 | Added |
| 5 | MBL Wealth, LLC | $7.9M | 171,359 | Added |
| 6 | TRUIST FINANCIAL CORP | $7.2M | 155,922 | Trimmed |
| 7 | Belpointe Asset Management LLC | $6.8M | 147,549 | Trimmed |
| 8 | Caprock Group, LLC | $6.5M | 142,709 | Trimmed |
| 9 | Brookstone Capital Management | $6.4M | 139,796 | Trimmed |
| 10 | CRA Financial Services, LLC | $6.0M | 130,442 | Trimmed |
| 11 | CoreCap Advisors, LLC | $5.7M | 124,245 | Trimmed |
| 12 | Atria Investments, Inc | $4.8M | 104,353 | Added |
| 13 | Castle Rock Wealth Management, LLC | $3.8M | 82,532 | Trimmed |
| 14 | KFG WEALTH MANAGEMENT, LLC | $3.7M | 80,604 | Trimmed |
| 15 | Cassady Wealth & Retirement Planning, LLC | $3.6M | 77,697 | Trimmed |
| 16 | CORRADO ADVISORS, LLC | $3.5M | 76,809 | Trimmed |
| 17 | Outlook Wealth Advisors, LLC | $3.5M | 76,508 | Added |
| 18 | Pinnacle Wealth Management Group, Inc. | $3.3M | 71,470 | Trimmed |
| 19 | YARGER WEALTH STRATEGIES, LLC | $3.2M | 69,115 | Hold |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $3.0M | 66,032 | Trimmed |
| 21 | Diligent Investors, LLC | $2.9M | 63,036 | Trimmed |
| 22 | Weaver Capital Management LLC | $2.9M | 67,710 | Hold |
| 23 | Southland Equity Partners LLC | $2.7M | 59,748 | Trimmed |
| 24 | Fortune Financial Group, Inc. | $2.7M | 59,335 | Trimmed |
| 25 | Weaver Consulting Group | $2.7M | 58,066 | Trimmed |