| 1 | Baker Avenue Asset Management, LP | $41.1M | 637,078 | Added |
| 2 | Bouchey Financial Group Ltd | $30.4M | 471,353 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 337,546 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $19.1M | 296,357 | Added |
| 5 | Rockport Wealth LLC | $17.3M | 267,458 | Added |
| 6 | MISSION WEALTH MANAGEMENT, LP | $14.8M | 230,180 | Added |
| 7 | Prasad Wealth Partners, LLC | $14.2M | 219,860 | Trimmed |
| 8 | NEVILLE RODIE & SHAW INC | $13.1M | 202,650 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $12.7M | 197,196 | Added |
| 10 | Farther Finance Advisors, LLC | $12.1M | 187,823 | Trimmed |
| 11 | Aventus Investment Advisors, Inc. | $11.8M | 182,929 | Trimmed |
| 12 | Yoder Wealth Management, Inc. | $10.4M | 161,659 | Added |
| 13 | HB Wealth Management, LLC | $9.6M | 148,202 | Trimmed |
| 14 | Activest Wealth Management | $9.3M | 143,952 | Trimmed |
| 15 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $8.7M | 134,444 | Added |
| 16 | Kestra Advisory Services, LLC | $8.5M | 131,012 | Trimmed |
| 17 | Fifth Third Securities, Inc. | $7.1M | 110,326 | Trimmed |
| 18 | Legacy Private Trust Co. | $6.9M | 107,296 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $6.9M | 106,900 | Trimmed |
| 20 | Sage Capital Advisors,llc | $6.3M | 97,770 | New |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.0M | 95,883 | Trimmed |
| 22 | Detalus Advisors, LLC | $5.8M | 90,010 | Trimmed |
| 23 | PW Nova Financial Services LLC | $5.5M | 85,848 | Added |
| 24 | Walker Asset Management, LLC | $5.5M | 85,430 | Trimmed |
| 25 | PARK AVENUE SECURITIES LLC | $5.5M | 85,384 | Trimmed |