| 1 | OLD MISSION CAPITAL LLC | $142.3M | 4.4M | New |
| 2 | Wealthquest Corp | $101.1M | 3.1M | Hold |
| 3 | OSAIC HOLDINGS, INC. | $42.3M | 1.3M | Trimmed |
| 4 | HOLLENCREST CAPITAL MANAGEMENT | $40.0M | 1.2M | Added |
| 5 | Grant Street Asset Management, Inc. | $25.1M | 773,231 | Trimmed |
| 6 | CAPTRUST FINANCIAL ADVISORS | $24.8M | 762,945 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $22.8M | 703,610 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.2M | 438,238 | Added |
| 9 | CENTRAL VALLEY ADVISORS, LLC | $14.2M | 437,158 | Added |
| 10 | CRA Financial Services, LLC | $13.5M | 415,810 | Added |
| 11 | Pitti Group Wealth Management, LLC | $12.1M | 372,509 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 370,193 | Added |
| 13 | CENTAURUS FINANCIAL, INC. | $11.1M | 342,799 | Added |
| 14 | D.B. Root & Company, LLC | $10.4M | 321,005 | Added |
| 15 | Cetera Investment Advisers | $9.8M | 302,531 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $7.8M | 240,552 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 232,681 | Added |
| 18 | Sigma Planning Corp | $6.9M | 212,860 | Added |
| 19 | Brookstone Capital Management | $6.0M | 186,200 | Added |
| 20 | Gallagher Fiduciary Advisors, LLC | $5.9M | 181,097 | Added |
| 21 | Foundations Investment Advisors, LLC | $5.8M | 177,936 | Added |
| 22 | TRUIST FINANCIAL CORP | $5.6M | 173,509 | Added |
| 23 | Atria Investments, Inc | $5.3M | 163,377 | Added |
| 24 | Pallas Capital Advisors LLC | $5.1M | 157,678 | Trimmed |
| 25 | Beacon Pointe Advisors, LLC | $5.1M | 157,131 | New |