| 1 | OxenFree Capital LLC | $45.5M | 941,766 | Added |
| 2 | TRUIST FINANCIAL CORP | $23.7M | 490,861 | Added |
| 3 | United Advisor Group, LLC | $18.9M | 391,287 | Added |
| 4 | Kestra Advisory Services, LLC | $14.8M | 306,494 | Added |
| 5 | Weaver Capital Management LLC | $11.7M | 277,643 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 210,916 | Added |
| 7 | SECURED RETIREMENT ADVISORS, LLC | $8.6M | 179,003 | Trimmed |
| 8 | Sage Capital Management, LLC | $7.5M | 155,447 | Added |
| 9 | Hegarty Advisors, LLC | $7.3M | 151,992 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 138,770 | Added |
| 11 | Fairman Group, LLC | $5.2M | 108,020 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $4.1M | 85,728 | Added |
| 13 | WealthPlan Investment Management, LLC | $4.1M | 85,488 | Trimmed |
| 14 | S.A. Mason LLC | $3.7M | 75,856 | Added |
| 15 | Stenger Family Office, LLC | $3.3M | 67,634 | Trimmed |
| 16 | TRAPHAGEN INVESTMENT ADVISORS LLC | $2.6M | 54,819 | Added |
| 17 | Second Half Financial Partners, LLC | $1.4M | 29,659 | Trimmed |
| 18 | PARAGON CAPITAL MANAGEMENT INC | $1.4M | 28,382 | Added |
| 19 | CPR Investments Inc. | $1.1M | 22,726 | New |
| 20 | Equity Wealth Partners, LLC | $1.1M | 22,121 | Trimmed |
| 21 | Indiana Trust & Investment Management Co | $1.0M | 21,145 | Trimmed |
| 22 | Balance Wealth, LLC | $1.0M | 20,890 | Added |
| 23 | Everhart Financial Group, Inc. | $985,455 | 20,403 | Trimmed |
| 24 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $935,764 | 19,374 | Added |
| 25 | Merit Financial Group, LLC | $823,620 | 17,052 | Added |