| 1 | PRECEDENT WEALTH PARTNERS, LLC | $13.6M | 403,734 | Trimmed |
| 2 | Capasso Planning Partners LLC | $2.4M | 70,431 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $2.0M | 58,454 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 53,874 | Trimmed |
| 5 | Mariner, LLC | $1.1M | 31,787 | Added |
| 6 | Atria Investments, Inc | $967,814 | 28,706 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $888,078 | 26,341 | Added |
| 8 | Madrona Financial Services, LLC | $881,909 | 26,158 | Hold |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $818,997 | 24,292 | Trimmed |
| 10 | Clear Creek Financial Management, LLC | $805,781 | 23,900 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $767,650 | 22,769 | Added |
| 12 | HBW ADVISORY SERVICES LLC | $572,779 | 16,989 | Hold |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546,920 | 16,222 | Added |
| 14 | Pinnacle Financial Partners, Inc. | $506,833 | 15,033 | Hold |
| 15 | Cetera Investment Advisers | $470,084 | 13,943 | Added |
| 16 | Legacy Capital Wealth Partners, LLC | $445,371 | 13,210 | Hold |
| 17 | LPL Financial LLC | $422,378 | 12,528 | Hold |
| 18 | Capital Analysts, LLC | $391,000 | 11,593 | Hold |
| 19 | Americana Partners, LLC | $380,909 | 11,298 | Trimmed |
| 20 | Buck Wealth Strategies, LLC | $350,633 | 10,400 | Hold |
| 21 | JANE STREET GROUP, LLC | $341,125 | 10,118 | Added |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $309,029 | 9,166 | Trimmed |
| 23 | AE Wealth Management LLC | $306,534 | 9,092 | Trimmed |
| 24 | Commonwealth Financial Services, LLC | $303,095 | 8,990 | Hold |
| 25 | TRUIST FINANCIAL CORP | $298,443 | 8,852 | Added |