| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 366,149 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 158,706 | Added |
| 3 | Advisory Services Network, LLC | $3.7M | 89,915 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $3.6M | 88,006 | Added |
| 5 | Brookstone Capital Management | $3.6M | 86,949 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $3.3M | 81,311 | Trimmed |
| 7 | KFG WEALTH MANAGEMENT, LLC | $3.3M | 79,797 | Trimmed |
| 8 | Spire Wealth Management | $3.2M | 78,766 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 69,414 | Trimmed |
| 10 | IMG Wealth Management, Inc. | $2.7M | 66,598 | Added |
| 11 | Orion Porfolio Solutions, LLC | $2.7M | 65,507 | Added |
| 12 | CENTRAL VALLEY ADVISORS, LLC | $2.4M | 58,130 | Trimmed |
| 13 | LPL Financial LLC | $2.4M | 57,574 | Added |
| 14 | Foundations Investment Advisors, LLC | $2.3M | 57,041 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.3M | 55,406 | Added |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 50,862 | Trimmed |
| 17 | Cetera Investment Advisers | $1.9M | 46,740 | Hold |
| 18 | TRUIST FINANCIAL CORP | $1.8M | 43,407 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 40,035 | Added |
| 20 | Triad Wealth Partners, LLC | $1.6M | 37,611 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $1.5M | 37,312 | Added |
| 22 | Sonoma Allocations LLC | $1.5M | 36,803 | Trimmed |
| 23 | Bedel Financial Consulting, Inc. | $1.5M | 36,171 | Hold |
| 24 | Wood Tarver Financial Group, LLC | $1.5M | 35,672 | Trimmed |
| 25 | Berger Financial Group, Inc | $1.4M | 34,116 | Hold |