| 1 | BOS Asset Management, LLC | $47.5M | 943,059 | Trimmed |
| 2 | D.A. DAVIDSON & CO. | $14.0M | 277,632 | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $12.9M | 256,100 | Added |
| 4 | Private Advisor Group, LLC | $10.2M | 203,416 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 155,773 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $7.3M | 144,474 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 125,809 | Trimmed |
| 8 | WEDBUSH SECURITIES INC | $4.1M | 81,728 | Trimmed |
| 9 | Cooper Financial Group | $3.6M | 72,257 | Added |
| 10 | Kestra Advisory Services, LLC | $2.9M | 57,731 | Added |
| 11 | Concurrent Investment Advisors, LLC | $2.7M | 54,582 | Added |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $2.2M | 43,643 | Trimmed |
| 13 | Atlas Private Wealth Advisors | $2.0M | 40,077 | Trimmed |
| 14 | Welch Financial Planning, LLC | $1.6M | 32,683 | Added |
| 15 | Warner Group LLC | $1.5M | 29,534 | New |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 28,639 | Added |
| 17 | Wagner Wealth Management, LLC | $1.2M | 24,394 | Added |
| 18 | Tortuga Wealth Management, Inc | $1.2M | 24,193 | Added |
| 19 | Wealthcare Advisory Partners LLC | $1.2M | 24,071 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $1.2M | 23,050 | Added |
| 21 | USAdvisors Wealth Management, LLC | $1.1M | 20,995 | Added |
| 22 | EverSource Wealth Advisors, LLC | $1.0M | 20,782 | Trimmed |
| 23 | CDKV HOLDINGS LLC | $1.0M | 20,057 | Trimmed |
| 24 | TME FINANCIAL, INC. | $950,878 | 18,889 | Added |
| 25 | Trilogy Capital Inc. | $921,580 | 18,307 | Trimmed |