| 1 | Cambridge Investment Research Advisors, Inc. | $10.9M | 495,930 | Added |
| 2 | Investment Partners Asset Management, Inc. | $5.7M | 258,318 | Added |
| 3 | Foguth Wealth Management, LLC. | $4.6M | 209,273 | New |
| 4 | Bedel Financial Consulting, Inc. | $3.7M | 169,993 | Added |
| 5 | Leslie Global Wealth, LLC | $3.6M | 163,261 | Added |
| 6 | BENJAMIN EDWARDS INC | $2.9M | 130,010 | Trimmed |
| 7 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.6M | 116,315 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 99,521 | Added |
| 9 | APS Management Group, Inc. | $1.9M | 85,912 | Added |
| 10 | SBI Securities Co., Ltd. | $1.1M | 48,964 | Added |
| 11 | Princeton Global Asset Management LLC | $768,500 | 34,884 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $492,041 | 22,335 | Trimmed |
| 13 | Seed Wealth Management, Inc. | $486,863 | 22,100 | Trimmed |
| 14 | MATHER GROUP, LLC. | $357,921 | 16,247 | Trimmed |
| 15 | Private Advisor Group, LLC | $339,084 | 15,392 | Added |
| 16 | Acorn Wealth Advisors, LLC | $316,219 | 14,354 | Hold |
| 17 | WEST MICHIGAN ADVISORS, LLC | $294,158 | 13,476 | Hold |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $280,702 | 12,765 | Hold |
| 19 | CHOREO, LLC | $262,994 | 11,938 | Added |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $262,783 | 11,928 | Added |
| 21 | Centurion Wealth Management LLC | $255,456 | 11,596 | Trimmed |
| 22 | PRIVATE TRUST CO NA | $123,831 | 5,621 | Hold |
| 23 | Farther Finance Advisors, LLC | $31,569 | 1,433 | Added |
| 24 | Triumph Capital Management | $22,030 | 1,000 | Hold |
| 25 | Ashton Thomas Private Wealth, LLC | $16,214 | 736 | Hold |