| 1 | Prosperity Financial Group, Inc. | $5.1M | 191,218 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 161,819 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $4.2M | 160,019 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 125,048 | Added |
| 5 | Maia Wealth LLC | $3.0M | 113,000 | New |
| 6 | Kestra Advisory Services, LLC | $3.0M | 112,199 | Trimmed |
| 7 | Avantra Family Wealth, Inc. | $2.1M | 78,856 | Added |
| 8 | AE Wealth Management LLC | $1.0M | 39,133 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $977,000 | 36,869 | Added |
| 10 | Diligent Investors, LLC | $946,620 | 35,735 | New |
| 11 | Synergy Asset Management, LLC | $491,151 | 18,541 | Added |
| 12 | Triumph Capital Management | $488,661 | 18,447 | New |
| 13 | Kovack Advisors, Inc. | $474,676 | 17,926 | New |
| 14 | First Heartland Consultants, Inc. | $422,118 | 15,935 | Added |
| 15 | Capital Investment Advisory Services, LLC | $407,469 | 15,382 | Added |
| 16 | DHJJ Financial Advisors, Ltd. | $383,973 | 14,495 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $284,768 | 10,750 | New |
| 18 | Comprehensive Financial Consultants Institutional, Inc. | $281,642 | 10,632 | New |
| 19 | Cypress Wealth Services, LLC | $251,681 | 9,501 | New |
| 20 | Stonebridge Financial Group, LLC / MO | $232,344 | 8,771 | Hold |
| 21 | Sowell Financial Services LLC | $214,776 | 8,108 | New |
| 22 | IFP Advisors, Inc | $209,986 | 7,927 | Added |
| 23 | Signature Equity Partners, LLC | $116,927 | 4,414 | New |
| 24 | Farther Finance Advisors, LLC | $105,960 | 4,000 | New |
| 25 | Noble Wealth Management PBC | $79,470 | 3,000 | Hold |