| 1 | Ignite Planners, LLC | $9.3M | 272,928 | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 193,815 | Trimmed |
| 3 | Brookstone Capital Management | $4.2M | 123,679 | Added |
| 4 | Cetera Investment Advisers | $2.6M | 74,740 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $2.4M | 69,078 | Trimmed |
| 6 | NewEdge Advisors, LLC | $1.9M | 56,540 | Added |
| 7 | CAPTRUST FINANCIAL ADVISORS | $1.9M | 55,580 | Trimmed |
| 8 | Mariner, LLC | $1.8M | 52,552 | Added |
| 9 | Madrona Financial Services, LLC | $1.8M | 51,822 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $1.5M | 44,639 | Added |
| 11 | KINGSWOOD WEALTH ADVISORS, LLC | $1.5M | 44,259 | Trimmed |
| 12 | LPL Financial LLC | $1.4M | 40,715 | Trimmed |
| 13 | Triad Wealth Partners, LLC | $1.4M | 39,909 | Trimmed |
| 14 | Cresset Asset Management, LLC | $1.4M | 39,949 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $1.3M | 39,405 | Hold |
| 16 | Capasso Planning Partners LLC | $1.3M | 39,170 | Added |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 38,343 | New |
| 18 | Main Street Financial Solutions, LLC | $1.2M | 36,212 | Hold |
| 19 | Legacy Edge Advisors, LLC | $1.2M | 34,201 | Trimmed |
| 20 | Atria Investments, Inc | $1.2M | 33,927 | Trimmed |
| 21 | Mutual Advisors, LLC | $1.1M | 31,478 | Trimmed |
| 22 | Coppell Advisory Solutions LLC | $900,072 | 10,015 | New |
| 23 | HARBOUR INVESTMENTS, INC. | $759,292 | 22,246 | Added |
| 24 | UPTICK PARTNERS, LLC | $626,520 | 18,356 | Trimmed |
| 25 | Summit Financial, LLC | $623,550 | 18,269 | New |