| 1 | TRUIST FINANCIAL CORP | $12.6M | 373,696 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 303,425 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $8.0M | 235,877 | Trimmed |
| 4 | Ferguson Shapiro LLC | $6.2M | 184,928 | Trimmed |
| 5 | Financial Guidance Group, Inc. | $5.5M | 163,225 | Trimmed |
| 6 | IFP Advisors, Inc | $4.8M | 140,654 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 124,976 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.4M | 100,325 | Trimmed |
| 9 | STEPHENS INC /AR/ | $3.2M | 95,969 | Added |
| 10 | FWG Investments, LLC. | $2.6M | 75,801 | Trimmed |
| 11 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.5M | 73,586 | Hold |
| 12 | First Heartland Consultants, Inc. | $2.0M | 59,395 | Trimmed |
| 13 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $2.0M | 62,357 | New |
| 14 | Ignite Planners, LLC | $1.3M | 37,450 | Trimmed |
| 15 | Avantra Family Wealth, Inc. | $1.1M | 32,581 | Added |
| 16 | Clear Creek Financial Management, LLC | $897,793 | 26,573 | Trimmed |
| 17 | DHJJ Financial Advisors, Ltd. | $736,533 | 21,800 | Added |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | $734,731 | 22,839 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $721,951 | 21,525 | Trimmed |
| 20 | Prospera Financial Services Inc | $716,244 | 21,200 | Added |
| 21 | Kovack Advisors, Inc. | $710,453 | 21,089 | Added |
| 22 | RED CRANE WEALTH MANAGEMENT, LLC | $687,442 | 20,347 | New |
| 23 | Farther Finance Advisors, LLC | $686,099 | 20,311 | Hold |
| 24 | NOVEM GROUP | $557,467 | 16,500 | Trimmed |
| 25 | Prosperity Financial Group, Inc. | $501,281 | 14,837 | Hold |