| 1 | Parkway Wealth Management Group, LLC | $32.2M | 635,705 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $7.9M | 156,716 | Added |
| 3 | Silverleafe Capital Partners, LLC | $5.9M | 117,172 | Added |
| 4 | Rockport Wealth LLC | $5.7M | 111,741 | Added |
| 5 | NWAM LLC | $5.0M | 98,553 | Trimmed |
| 6 | Quadcap Wealth Management, LLC | $4.0M | 78,625 | Added |
| 7 | Hilton Capital Management, LLC | $3.3M | 64,150 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 57,101 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $2.9M | 56,876 | New |
| 10 | WT Wealth Management | $2.1M | 41,682 | Trimmed |
| 11 | Private Advisor Group, LLC | $1.6M | 31,082 | Added |
| 12 | Owen LaRue, LLC | $958,676 | 18,920 | Trimmed |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $905,270 | 17,866 | Added |
| 14 | STEPHENS INC /AR/ | $893,717 | 17,638 | New |
| 15 | McKinley Carter Wealth Services, Inc. | $742,976 | 14,663 | New |
| 16 | OPPENHEIMER & CO INC | $697,523 | 13,766 | New |
| 17 | Y-Intercept (Hong Kong) Ltd | $675,583 | 13,333 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $665,186 | 13,128 | Added |
| 19 | TRUIST FINANCIAL CORP | $652,781 | 12,883 | New |
| 20 | MISSION WEALTH MANAGEMENT, LP | $576,118 | 11,370 | New |
| 21 | GRIFFIN ASSET MANAGEMENT, INC. | $550,832 | 10,871 | Added |
| 22 | Miracle Mile Advisors, LLC | $450,710 | 8,895 | Added |
| 23 | Redwood Family Wealth LLC | $413,344 | 8,157 | Trimmed |
| 24 | SMITH SHELLNUT WILSON LLC /ADV | $374,958 | 7,400 | Hold |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $372,171 | 7,345 | Added |