| 1 | Mutual Advisors, LLC | $28.3M | 479,040 | Trimmed |
| 2 | Janney Montgomery Scott LLC | $27.4M | 464,058 | Added |
| 3 | NewEdge Advisors, LLC | $24.5M | 414,401 | Added |
| 4 | OSAIC HOLDINGS, INC. | $24.4M | 413,182 | Added |
| 5 | TRUIST FINANCIAL CORP | $12.3M | 209,066 | Added |
| 6 | Encompass More Asset Management | $10.7M | 181,118 | Trimmed |
| 7 | Cornerstone Wealth, LLC/TN | $8.1M | 138,014 | Added |
| 8 | MAI Capital Management | $8.0M | 134,852 | Added |
| 9 | Cetera Investment Advisers | $7.4M | 125,709 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 116,375 | Trimmed |
| 11 | Long Island Wealth Management, Inc. | $6.8M | 114,409 | Added |
| 12 | Kestra Advisory Services, LLC | $6.7M | 113,216 | Trimmed |
| 13 | RED CRANE WEALTH MANAGEMENT, LLC | $6.3M | 107,014 | Trimmed |
| 14 | OLD MISSION CAPITAL LLC | $5.4M | 91,184 | Added |
| 15 | LPL Financial LLC | $5.3M | 89,804 | Added |
| 16 | AdvisorNet Financial, Inc | $4.8M | 80,505 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $4.0M | 68,180 | Trimmed |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 53,747 | New |
| 19 | Outlook Wealth Advisors, LLC | $3.1M | 52,802 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $3.0M | 51,590 | Trimmed |
| 21 | Diligent Investors, LLC | $2.9M | 49,129 | Trimmed |
| 22 | Tradition Wealth Management, LLC | $2.9M | 48,631 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 39,306 | Trimmed |
| 24 | Crown Wealth Group, LLC | $2.3M | 38,337 | Hold |
| 25 | My Personal CFO, LLC | $2.1M | 36,000 | Hold |