| 1 | RAYMOND JAMES FINANCIAL INC | $2.9M | 112,994 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $2.5M | 98,779 | Added |
| 3 | Cetera Investment Advisers | $2.4M | 91,388 | Trimmed |
| 4 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.2M | 87,337 | Trimmed |
| 5 | LPL Financial LLC | $1.8M | 68,121 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 65,957 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 64,169 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $1.5M | 59,855 | Trimmed |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 59,049 | Hold |
| 10 | BFI Wealth Solutions, LLC | $1.5M | 57,368 | Added |
| 11 | TRUIST FINANCIAL CORP | $1.3M | 50,409 | Trimmed |
| 12 | SECURED RETIREMENT ADVISORS, LLC | $1.2M | 46,213 | Trimmed |
| 13 | Grantvest Financial Group LLC | $973,860 | 37,827 | Trimmed |
| 14 | NorthCrest Asset Manangement, LLC | $807,737 | 31,168 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $802,964 | 31,189 | Added |
| 16 | Ignite Planners, LLC | $760,844 | 29,553 | Trimmed |
| 17 | Ameritas Investment Partners, Inc. | $730,131 | 28,360 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $673,000 | 26,141 | Trimmed |
| 19 | Vise Technologies, Inc. | $564,715 | 22,137 | Hold |
| 20 | Crusonia Wealth Advisors LLC | $514,902 | 20,000 | Hold |
| 21 | Foundations Investment Advisors, LLC | $477,546 | 18,549 | Trimmed |
| 22 | WEALTHGARDEN F.S. LLC | $471,345 | 18,308 | Hold |
| 23 | Prospera Financial Services Inc | $436,099 | 16,939 | Hold |
| 24 | SILVER OAK SECURITIES, INCORPORATED | $341,972 | 13,283 | Added |
| 25 | Capital Analysts, LLC | $333,000 | 12,924 | Hold |