| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 187,221 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $3.9M | 151,792 | Added |
| 3 | TRUIST FINANCIAL CORP | $3.2M | 122,052 | Hold |
| 4 | Blossom Wealth Management | $2.2M | 84,787 | Hold |
| 5 | Kestra Advisory Services, LLC | $2.1M | 79,353 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 69,143 | Trimmed |
| 7 | Integrity Advisory Solutions, LLC | $1.8M | 67,492 | Added |
| 8 | Lineweaver Wealth Advisors, LLC | $1.6M | 60,931 | Trimmed |
| 9 | Peak Wealth Management LLC | $1.6M | 60,330 | Hold |
| 10 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 58,836 | Added |
| 11 | Ashton Thomas Private Wealth, LLC | $1.5M | 58,001 | Added |
| 12 | Heck Capital Advisors, LLC | $1.2M | 44,700 | Hold |
| 13 | Summit Wealth Partners, LLC | $990,340 | 38,112 | Added |
| 14 | OPTIMA CAPITAL LLC | $977,894 | 37,633 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $955,365 | 36,766 | Trimmed |
| 16 | Brookstone Capital Management | $845,240 | 32,528 | Trimmed |
| 17 | Archer Investment Corp | $785,474 | 30,228 | Trimmed |
| 18 | IFP Advisors, Inc | $665,320 | 25,604 | Hold |
| 19 | CENTRAL VALLEY ADVISORS, LLC | $649,391 | 24,991 | Trimmed |
| 20 | KFG WEALTH MANAGEMENT, LLC | $640,426 | 24,646 | Hold |
| 21 | Chris Bulman Inc | $610,491 | 23,494 | Trimmed |
| 22 | Clear Creek Financial Management, LLC | $559,405 | 21,528 | Trimmed |
| 23 | COLTON GROOME FINANCIAL ADVISORS, LLC | $545,763 | 21,003 | New |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $543,476 | 20,915 | Hold |
| 25 | DAVENPORT & Co LLC | $487,037 | 18,743 | Trimmed |