| 1 | LexAurum Advisors, LLC | $4.7M | 186,913 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $2.4M | 94,518 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 81,882 | Trimmed |
| 4 | Sequent Planning LLC | $1.3M | 52,839 | Trimmed |
| 5 | Cetera Investment Advisers | $1.1M | 44,263 | Trimmed |
| 6 | Frederick Financial Consultants, LLC | $1.1M | 44,220 | Added |
| 7 | Kestra Advisory Services, LLC | $1.1M | 42,880 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $1.0M | 40,369 | Added |
| 9 | SACKS & ASSOCIATES, LLC | $892,956 | 35,074 | Trimmed |
| 10 | OLD MISSION CAPITAL LLC | $804,203 | 31,724 | Trimmed |
| 11 | Ignite Planners, LLC | $734,820 | 28,987 | Trimmed |
| 12 | Summit Financial, LLC | $630,455 | 24,870 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $596,000 | 23,514 | Trimmed |
| 14 | Grantvest Financial Group LLC | $520,486 | 20,532 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $512,247 | 20,207 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $501,803 | 19,795 | Trimmed |
| 17 | UPTICK PARTNERS, LLC | $481,042 | 18,976 | Trimmed |
| 18 | Apollon Wealth Management, LLC | $418,123 | 16,494 | Hold |
| 19 | Synergy Asset Management, LLC | $398,071 | 15,703 | Hold |
| 20 | Ameritas Advisory Services, LLC | $375,510 | 14,813 | New |
| 21 | Mission Financial Group, LLC | $364,077 | 14,362 | Hold |
| 22 | TRUIST FINANCIAL CORP | $362,911 | 14,316 | Trimmed |
| 23 | LPL Financial LLC | $355,838 | 14,037 | Added |
| 24 | Diligent Investors, LLC | $321,514 | 12,683 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $307,267 | 12,121 | Added |