| 1 | Tulsa Wealth Advisors, INC | $32.5M | 926,029 | New |
| 2 | Spectrum Wealth Advisory Group, LLC | $29.5M | 839,198 | New |
| 3 | BlueStem Wealth Partners, LLC | $6.6M | 186,718 | Trimmed |
| 4 | GTS FINANCIAL, LLC | $5.1M | 167,719 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.0M | 115,170 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.4M | 96,029 | Trimmed |
| 7 | Cox Capital Mgt LLC | $2.8M | 79,890 | Trimmed |
| 8 | LPL Financial LLC | $2.5M | 71,789 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $1.2M | 34,372 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $1.1M | 31,325 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 28,971 | Added |
| 12 | &PARTNERS | $1.0M | 28,660 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $880,855 | 25,071 | Added |
| 14 | DAVENPORT & Co LLC | $875,226 | 24,911 | Added |
| 15 | 1620 INVESTMENT ADVISORS, INC. | $762,979 | 21,716 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $671,383 | 19,109 | New |
| 17 | Proactive Wealth Strategies LLC | $622,578 | 17,720 | New |
| 18 | Prospera Financial Services Inc | $561,928 | 15,994 | New |
| 19 | Brady Martz Wealth Solutions, LLC | $440,339 | 12,533 | Trimmed |
| 20 | Focus Partners Advisor Solutions, LLC | $440,339 | 12,533 | Trimmed |
| 21 | Cetera Investment Advisers | $429,905 | 12,236 | New |
| 22 | VICTORY FINANCIAL GROUP, LLC | $416,097 | 11,843 | Trimmed |
| 23 | CITADEL ADVISORS LLC | $411,775 | 11,720 | New |
| 24 | BOKF, NA | $160,810 | 4,577 | New |
| 25 | Integrated Wealth Concepts LLC | $70,268 | 2,000 | New |