| 1 | Maltin Wealth Management, Inc. | $9.7M | 449,501 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 301,831 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 186,235 | Added |
| 4 | TRUIST FINANCIAL CORP | $2.6M | 121,962 | Trimmed |
| 5 | Maia Wealth LLC | $2.0M | 92,704 | Trimmed |
| 6 | Noble Wealth Management PBC | $1.6M | 75,392 | Trimmed |
| 7 | Cetera Investment Advisers | $1.4M | 64,530 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 53,488 | Added |
| 9 | CITADEL ADVISORS LLC | $927,495 | 43,097 | New |
| 10 | SECURED RETIREMENT ADVISORS, LLC | $688,094 | 31,973 | Trimmed |
| 11 | Brookstone Capital Management | $675,633 | 31,394 | Added |
| 12 | OLD MISSION CAPITAL LLC | $664,033 | 30,855 | New |
| 13 | Avidian Wealth Enterprises, LLC | $455,860 | 21,182 | Added |
| 14 | HARBOUR INVESTMENTS, INC. | $414,066 | 19,240 | Trimmed |
| 15 | Capital Analysts, LLC | $370,000 | 17,199 | Hold |
| 16 | Cambridge Investment Research Advisors, Inc. | $337,000 | 15,641 | Added |
| 17 | Kestra Advisory Services, LLC | $295,958 | 13,752 | Added |
| 18 | Janney Montgomery Scott LLC | $267,000 | 12,425 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $121,658 | 5,653 | Hold |
| 20 | Sunbelt Securities, Inc. | $103,301 | 4,800 | Hold |
| 21 | GHP Investment Advisors, Inc. | $30,560 | 1,420 | New |
| 22 | DHJJ Financial Advisors, Ltd. | $28,215 | 1,311 | Hold |
| 23 | Strive Financial Group ,LLC | $5,000 | 251 | Hold |
| 24 | Keystone Wealth Services, LLC | $0 | 0 | Exited |
| 25 | Advisory Services Network, LLC | $0 | 0 | Exited |