| 1 | HighTower Advisors, LLC | $8.8M | 331,774 | Trimmed |
| 2 | Archer Investment Corp | $6.9M | 258,920 | Trimmed |
| 3 | CANANDAIGUA NATIONAL CORP | $3.8M | 142,234 | New |
| 4 | TRUIST FINANCIAL CORP | $3.6M | 134,764 | Hold |
| 5 | AE Wealth Management LLC | $3.3M | 125,520 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 120,497 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $2.8M | 104,285 | Trimmed |
| 8 | Cetera Investment Advisers | $1.7M | 64,538 | Hold |
| 9 | Strategic Blueprint, LLC | $1.6M | 59,992 | Trimmed |
| 10 | CENTAURUS FINANCIAL, INC. | $1.3M | 49,151 | Hold |
| 11 | AssuredPartners Investment Advisors, LLC | $1.3M | 48,285 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $1.2M | 46,109 | Trimmed |
| 13 | OLD MISSION CAPITAL LLC | $1.1M | 41,695 | Added |
| 14 | Brookstone Capital Management | $1.1M | 41,167 | Trimmed |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 38,094 | New |
| 16 | KFG WEALTH MANAGEMENT, LLC | $976,565 | 36,676 | Hold |
| 17 | Ausdal Financial Partners, Inc. | $964,982 | 36,241 | Trimmed |
| 18 | Lineweaver Wealth Advisors, LLC | $907,202 | 34,071 | Hold |
| 19 | Cypress Wealth Services, LLC | $791,482 | 29,725 | Hold |
| 20 | Advisory Services Network, LLC | $726,406 | 27,281 | Trimmed |
| 21 | Continuum Advisory, LLC | $695,412 | 26,117 | Trimmed |
| 22 | CENTRAL VALLEY ADVISORS, LLC | $639,975 | 24,035 | Trimmed |
| 23 | Cornerstone Wealth Group, LLC | $631,009 | 23,263 | Hold |
| 24 | Comprehensive Financial Consultants Institutional, Inc. | $586,216 | 22,016 | Hold |
| 25 | RAYMOND JAMES FINANCIAL INC | $585,018 | 21,971 | Trimmed |