| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 209,233 | Added |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $3.9M | 153,791 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.7M | 144,781 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $3.4M | 134,460 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.2M | 125,784 | Added |
| 6 | HARBOUR INVESTMENTS, INC. | $3.0M | 118,761 | Trimmed |
| 7 | Alpine Bank Wealth Management | $3.0M | 116,000 | New |
| 8 | KFG WEALTH MANAGEMENT, LLC | $2.5M | 96,587 | Hold |
| 9 | Cetera Investment Advisers | $2.2M | 83,985 | Trimmed |
| 10 | Lineweaver Wealth Advisors, LLC | $2.0M | 79,556 | Trimmed |
| 11 | BROWN WEALTH MANAGEMENT, LLC | $1.9M | 72,622 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 63,532 | Added |
| 13 | Owen LaRue, LLC | $1.6M | 61,882 | Trimmed |
| 14 | Brookstone Capital Management | $1.3M | 49,925 | Trimmed |
| 15 | Prasad Wealth Partners, LLC | $1.2M | 46,261 | Trimmed |
| 16 | AssuredPartners Investment Advisors, LLC | $1.1M | 44,279 | Hold |
| 17 | Archer Investment Corp | $1.0M | 40,442 | Trimmed |
| 18 | Waverly Advisors, LLC | $1.0M | 40,375 | Added |
| 19 | Diligent Investors, LLC | $1.0M | 40,000 | Hold |
| 20 | Trek Financial, LLC | $955,223 | 37,277 | Trimmed |
| 21 | Orion Porfolio Solutions, LLC | $898,489 | 35,063 | Hold |
| 22 | OLD MISSION CAPITAL LLC | $876,375 | 34,200 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $874,018 | 34,108 | Added |
| 24 | Marshall Financial Group, LLC | $861,051 | 33,602 | Hold |
| 25 | GWN SECURITIES INC. | $817,773 | 31,913 | Added |