| 1 | Kestra Advisory Services, LLC | $4.4M | 178,508 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 172,419 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $4.2M | 169,279 | Trimmed |
| 4 | Migdal Insurance & Financial Holdings Ltd. | $3.4M | 136,778 | Trimmed |
| 5 | Sequent Planning LLC | $2.5M | 102,387 | Trimmed |
| 6 | Cetera Investment Advisers | $2.5M | 101,891 | Trimmed |
| 7 | Avantra Family Wealth, Inc. | $1.9M | 78,138 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 70,687 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.4M | 54,612 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.3M | 51,860 | Trimmed |
| 11 | Clear Creek Financial Management, LLC | $903,205 | 36,371 | Trimmed |
| 12 | Capital Analysts, LLC | $757,000 | 30,464 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $575,000 | 23,160 | Trimmed |
| 14 | Foundations Investment Advisors, LLC | $569,721 | 22,942 | Trimmed |
| 15 | LPL Financial LLC | $561,129 | 22,596 | Added |
| 16 | Sunbelt Securities, Inc. | $558,819 | 22,503 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $537,065 | 21,627 | Added |
| 18 | UPTICK PARTNERS, LLC | $497,779 | 20,045 | Hold |
| 19 | StoneX Group Inc. | $462,889 | 18,640 | Added |
| 20 | Ameritas Investment Partners, Inc. | $453,577 | 18,265 | Added |
| 21 | Synergy Asset Management, LLC | $453,328 | 18,255 | Hold |
| 22 | Grantvest Financial Group LLC | $452,633 | 18,227 | Hold |
| 23 | Ameritas Advisory Services, LLC | $377,612 | 15,206 | Hold |
| 24 | Anfield Capital Management, LLC | $342,895 | 13,808 | Hold |
| 25 | DHJJ Financial Advisors, Ltd. | $311,954 | 12,562 | Trimmed |