| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.8M | 156,897 | Added |
| 2 | Kestra Advisory Services, LLC | $2.5M | 67,943 | Added |
| 3 | CENTRAL VALLEY ADVISORS, LLC | $2.0M | 55,206 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 51,988 | New |
| 5 | Castle Rock Wealth Management, LLC | $1.8M | 48,821 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 39,856 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $1.4M | 39,119 | Trimmed |
| 8 | OLD MISSION CAPITAL LLC | $1.4M | 37,778 | Added |
| 9 | Cetera Investment Advisers | $1.4M | 36,805 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.3M | 35,164 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 34,801 | Trimmed |
| 12 | Brookstone Capital Management | $1.0M | 27,403 | Trimmed |
| 13 | Spire Wealth Management | $952,351 | 25,865 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $920,689 | 24,974 | Trimmed |
| 15 | KFG WEALTH MANAGEMENT, LLC | $904,499 | 24,567 | Trimmed |
| 16 | CITADEL ADVISORS LLC | $813,112 | 22,085 | Added |
| 17 | Foundations Investment Advisors, LLC | $765,176 | 20,783 | Added |
| 18 | LPL Financial LLC | $741,208 | 20,132 | Trimmed |
| 19 | Merit Financial Group, LLC | $576,929 | 15,670 | Hold |
| 20 | Allworth Financial LP | $565,589 | 15,362 | Hold |
| 21 | MILESTONE ASSET MANAGEMENT, LLC | $516,548 | 14,030 | Hold |
| 22 | WEALTH ALLIANCE, LLC | $413,091 | 11,220 | Hold |
| 23 | IMG Wealth Management, Inc. | $407,421 | 11,066 | Trimmed |
| 24 | Wood Tarver Financial Group, LLC | $402,000 | 10,926 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $366,370 | 9,951 | Trimmed |