| 1 | LexAurum Advisors, LLC | $4.3M | 187,148 | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.0M | 172,925 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $3.2M | 139,067 | Added |
| 4 | Maia Wealth LLC | $2.8M | 119,469 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 102,348 | Trimmed |
| 6 | Cetera Investment Advisers | $1.4M | 60,279 | Added |
| 7 | Sequent Planning LLC | $1.2M | 53,311 | Trimmed |
| 8 | Frederick Financial Consultants, LLC | $1.0M | 43,919 | Added |
| 9 | OLD MISSION CAPITAL LLC | $864,977 | 37,360 | Trimmed |
| 10 | Ignite Planners, LLC | $687,212 | 29,682 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $597,798 | 25,820 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $588,000 | 25,386 | Trimmed |
| 13 | Grantvest Financial Group LLC | $575,872 | 24,873 | Trimmed |
| 14 | Sunbelt Securities, Inc. | $479,303 | 20,702 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $478,909 | 20,685 | New |
| 16 | UPTICK PARTNERS, LLC | $449,529 | 19,416 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $431,192 | 18,624 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $390,768 | 16,878 | Added |
| 19 | Apollon Wealth Management, LLC | $381,877 | 16,494 | Hold |
| 20 | Synergy Asset Management, LLC | $363,564 | 15,703 | Trimmed |
| 21 | LPL Financial LLC | $309,850 | 13,383 | Added |
| 22 | Diligent Investors, LLC | $305,798 | 13,208 | Hold |
| 23 | MML INVESTORS SERVICES, LLC | $244,977 | 10,581 | New |
| 24 | INTEGRITY ALLIANCE, LLC. | $231,108 | 9,982 | Trimmed |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $224,093 | 9,679 | Hold |