| 1 | Cambridge Investment Research Advisors, Inc. | $9.7M | 365,484 | Added |
| 2 | CWM, LLC | $3.9M | 145,667 | Added |
| 3 | TRUIST FINANCIAL CORP | $3.2M | 121,884 | Hold |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 118,109 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $3.0M | 113,373 | Added |
| 6 | Alpine Bank Wealth Management | $3.0M | 113,000 | New |
| 7 | Triad Wealth Partners, LLC | $2.9M | 110,527 | Added |
| 8 | SYON CAPITAL LLC | $2.7M | 101,397 | Trimmed |
| 9 | AE Wealth Management LLC | $2.6M | 99,438 | Added |
| 10 | Kestra Advisory Services, LLC | $2.4M | 92,165 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 72,253 | Added |
| 12 | Lineweaver Wealth Advisors, LLC | $1.7M | 64,701 | Trimmed |
| 13 | BROWN WEALTH MANAGEMENT, LLC | $1.6M | 60,150 | Hold |
| 14 | Cypress Wealth Services, LLC | $1.6M | 59,888 | Hold |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.4M | 52,216 | Trimmed |
| 16 | Orion Porfolio Solutions, LLC | $1.3M | 47,635 | Added |
| 17 | Prostatis Group LLC | $1.3M | 47,538 | Added |
| 18 | Csenge Advisory Group | $1.2M | 45,568 | Trimmed |
| 19 | HOWARD BAILEY SECURITIES, LLC | $1.1M | 40,264 | Added |
| 20 | Brookstone Capital Management | $986,571 | 37,159 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $957,851 | 36,077 | Added |
| 22 | AdvisorNet Financial, Inc | $916,533 | 34,521 | Hold |
| 23 | Encompass More Asset Management | $889,611 | 33,507 | Added |
| 24 | Cetera Investment Advisers | $861,362 | 32,443 | Trimmed |
| 25 | Summit Wealth Partners, LLC | $847,954 | 31,938 | Trimmed |