| 1 | Cambridge Investment Research Advisors, Inc. | $8.6M | 310,932 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 157,964 | Added |
| 3 | TRUIST FINANCIAL CORP | $3.6M | 128,863 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.0M | 109,388 | Trimmed |
| 5 | Cetera Investment Advisers | $3.0M | 109,288 | Added |
| 6 | CANANDAIGUA NATIONAL CORP | $2.8M | 100,596 | New |
| 7 | Kestra Advisory Services, LLC | $2.4M | 86,610 | Added |
| 8 | Lineweaver Wealth Advisors, LLC | $2.3M | 84,609 | Added |
| 9 | OSAIC HOLDINGS, INC. | $1.8M | 65,749 | Added |
| 10 | Miracle Mile Advisors, LLC | $1.7M | 63,059 | Trimmed |
| 11 | Caliber Wealth Management, LLC / KS | $1.0M | 37,731 | Trimmed |
| 12 | KFG WEALTH MANAGEMENT, LLC | $1.0M | 36,661 | Added |
| 13 | AE Wealth Management LLC | $959,600 | 34,786 | Trimmed |
| 14 | BROWN WEALTH MANAGEMENT, LLC | $907,462 | 32,896 | Trimmed |
| 15 | Brookstone Capital Management | $849,946 | 30,811 | Trimmed |
| 16 | IMG Wealth Management, Inc. | $790,444 | 28,654 | Added |
| 17 | Integrity Advisory Solutions, LLC | $776,182 | 28,137 | Added |
| 18 | COFG Advisors, LLC | $733,761 | 26,600 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $718,858 | 26,059 | New |
| 20 | BEAM WEALTH ADVISORS, INC. | $709,072 | 25,705 | Hold |
| 21 | Archer Investment Corp | $685,640 | 24,855 | Trimmed |
| 22 | LPL Financial LLC | $672,487 | 24,378 | Hold |
| 23 | CENTRAL VALLEY ADVISORS, LLC | $663,522 | 24,053 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $590,998 | 21,424 | Trimmed |
| 25 | Trek Financial, LLC | $583,412 | 21,149 | Added |