| 1 | Sequent Planning LLC | $7.7M | 350,515 | Trimmed |
| 2 | Cetera Investment Advisers | $5.2M | 235,848 | Trimmed |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | $5.1M | 233,694 | Trimmed |
| 4 | Prosperity Financial Group, Inc. | $4.8M | 216,674 | Trimmed |
| 5 | LPL Financial LLC | $2.8M | 126,222 | Added |
| 6 | Kestra Advisory Services, LLC | $2.0M | 90,681 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.6M | 71,440 | Trimmed |
| 8 | Maia Wealth LLC | $1.4M | 65,495 | Trimmed |
| 9 | SILVER OAK SECURITIES, INCORPORATED | $1.4M | 63,966 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $1.3M | 58,702 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 51,518 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 49,137 | Added |
| 13 | Sigma Planning Corp | $926,508 | 42,133 | Trimmed |
| 14 | First Heartland Consultants, Inc. | $910,148 | 41,389 | Added |
| 15 | Falcon Wealth Planning | $832,105 | 37,840 | Hold |
| 16 | Cambridge Investment Research Advisors, Inc. | $776,000 | 35,281 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $692,798 | 31,505 | Trimmed |
| 18 | Capital Analysts, LLC | $632,000 | 28,740 | Hold |
| 19 | Ignite Planners, LLC | $628,807 | 28,595 | Hold |
| 20 | INSIGNEO ADVISORY SERVICES, LLC | $568,246 | 25,841 | Trimmed |
| 21 | Beacon Pointe Advisors, LLC | $552,260 | 25,114 | New |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $409,434 | 18,619 | Added |
| 23 | Comprehensive Financial Consultants Institutional, Inc. | $405,629 | 18,446 | Added |
| 24 | WEALTHGARDEN F.S. LLC | $377,108 | 17,149 | Hold |
| 25 | HARBOUR INVESTMENTS, INC. | $368,246 | 16,746 | Added |