| 1 | OxenFree Capital LLC | $42.1M | 932,285 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $25.7M | 612,167 | Trimmed |
| 3 | UPTICK PARTNERS, LLC | $20.4M | 485,633 | Added |
| 4 | TRUIST FINANCIAL CORP | $18.8M | 447,930 | Added |
| 5 | STIFEL FINANCIAL CORP | $16.5M | 392,074 | Trimmed |
| 6 | United Advisor Group, LLC | $15.9M | 379,492 | Added |
| 7 | Weaver Capital Management LLC | $11.7M | 277,643 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $11.2M | 267,802 | Added |
| 9 | LPL Financial LLC | $11.1M | 265,132 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $10.3M | 252,244 | Added |
| 11 | Ethos Financial Group, LLC | $9.4M | 230,875 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 223,565 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 205,724 | Added |
| 14 | SECURED RETIREMENT ADVISORS, LLC | $7.8M | 186,029 | Trimmed |
| 15 | Foundations Investment Advisors, LLC | $7.0M | 165,680 | New |
| 16 | Hegarty Advisors, LLC | $6.4M | 151,734 | Trimmed |
| 17 | Royal Bank of Canada | $6.3M | 150,820 | Added |
| 18 | Essex Financial Services, Inc. | $6.2M | 148,534 | Trimmed |
| 19 | Sage Capital Management, LLC | $6.0M | 142,425 | Added |
| 20 | Cetera Investment Advisers | $5.8M | 137,888 | Added |
| 21 | UBS Group AG | $5.2M | 123,834 | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $4.8M | 113,937 | Trimmed |
| 23 | Fairman Group, LLC | $4.5M | 107,744 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 104,666 | Added |
| 25 | Visionary Wealth Advisors | $3.7M | 88,163 | Trimmed |