| 1 | 180 WEALTH ADVISORS, LLC | $16.2M | 524,854 | Trimmed |
| 2 | Systelligence, LLC | $7.0M | 227,328 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 187,217 | Trimmed |
| 4 | Kovack Advisors, Inc. | $2.8M | 90,419 | Added |
| 5 | JOHNSON INVESTMENT COUNSEL INC | $2.2M | 70,000 | Hold |
| 6 | Capital Wealth Alliance, LLC | $2.2M | 69,871 | Trimmed |
| 7 | Turning Point Benefit Group, Inc. | $2.0M | 65,065 | Added |
| 8 | Walkner Condon Financial Advisors LLC | $1.9M | 60,213 | Trimmed |
| 9 | RFG Advisory, LLC | $1.7M | 56,411 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 49,815 | Added |
| 11 | Belvedere Trading LLC | $1.3M | 43,329 | Trimmed |
| 12 | Mountain Capital Investment Advisors Inc. | $1.0M | 33,262 | Added |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $817,581 | 26,519 | Hold |
| 14 | TRUIST FINANCIAL CORP | $602,843 | 19,554 | Added |
| 15 | SFG Wealth Management, LLC. | $487,496 | 15,812 | Added |
| 16 | GK Wealth Management LLC | $363,836 | 11,801 | New |
| 17 | PKS Advisory Services, LLC | $352,409 | 11,431 | New |
| 18 | AVALON CAPITAL MANAGEMENT | $337,373 | 10,943 | Trimmed |
| 19 | BALDWIN WEALTH PARTNERS LLC/MA | $327,106 | 10,610 | Hold |
| 20 | Kestra Advisory Services, LLC | $271,924 | 8,820 | New |
| 21 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $226,640 | 7,351 | New |
| 22 | Private Advisor Group, LLC | $222,345 | 7,212 | Trimmed |
| 23 | Discipline Wealth Solutions, LLC | $209,798 | 6,805 | Trimmed |
| 24 | JTC Employer Solutions Trustee Ltd | $168,000 | 5,450 | Hold |
| 25 | EverSource Wealth Advisors, LLC | $167,746 | 5,441 | Trimmed |