| 1 | OPPENHEIMER & CO INC | $18.7M | 400,877 | Added |
| 2 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $13.3M | 284,386 | Trimmed |
| 3 | REAP Financial Group, LLC | $10.0M | 215,278 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 211,243 | Added |
| 5 | Wood Tarver Financial Group, LLC | $8.3M | 176,850 | Trimmed |
| 6 | Per Stirling Capital Management, LLC. | $6.7M | 143,115 | Added |
| 7 | Mutual Advisors, LLC | $6.5M | 138,512 | Trimmed |
| 8 | LCNB CORP | $5.7M | 122,306 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.4M | 115,578 | New |
| 10 | WINNOW WEALTH LLC | $5.1M | 109,598 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 104,915 | Trimmed |
| 12 | LPL Financial LLC | $4.6M | 97,756 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $4.5M | 96,432 | Added |
| 14 | OSAIC HOLDINGS, INC. | $4.5M | 96,080 | Trimmed |
| 15 | Foguth Wealth Management, LLC. | $4.2M | 90,264 | Trimmed |
| 16 | MONEY CONCEPTS CAPITAL CORP | $4.2M | 90,348 | Added |
| 17 | Cetera Investment Advisers | $4.1M | 88,410 | Added |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 83,678 | Added |
| 19 | Kestra Advisory Services, LLC | $3.2M | 69,503 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $3.1M | 66,064 | Trimmed |
| 21 | HARBOUR INVESTMENTS, INC. | $3.0M | 63,933 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $2.6M | 54,888 | Trimmed |
| 23 | NewEdge Wealth, LLC | $2.4M | 52,196 | Hold |
| 24 | Commonwealth Financial Services, LLC | $2.2M | 46,400 | Trimmed |
| 25 | SNS Financial Group, LLC | $2.2M | 46,330 | New |