| 1 | Element Squared LLC | $41.7M | 1.3M | Trimmed |
| 2 | Cornerstone Wealth, LLC/TN | $5.9M | 182,346 | Added |
| 3 | Cetera Investment Advisers | $4.9M | 153,246 | Added |
| 4 | MAI Capital Management | $4.9M | 151,597 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 133,460 | Added |
| 6 | Cresset Asset Management, LLC | $3.4M | 106,042 | Added |
| 7 | CORRADO ADVISORS, LLC | $2.6M | 79,644 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 48,471 | Trimmed |
| 9 | LPL Financial LLC | $1.3M | 40,951 | Added |
| 10 | Phoenix Financial Ltd. | $992,697 | 30,875 | Trimmed |
| 11 | NewEdge Advisors, LLC | $849,615 | 26,375 | Added |
| 12 | TrustBank | $835,119 | 25,925 | Hold |
| 13 | TRUIST FINANCIAL CORP | $769,826 | 23,898 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $757,873 | 23,527 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $688,414 | 21,371 | Trimmed |
| 16 | Cyndeo Wealth Partners, LLC | $683,300 | 21,212 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $640,650 | 19,888 | Trimmed |
| 18 | Stonebridge Financial Group, LLC | $508,416 | 15,783 | Hold |
| 19 | Kestra Advisory Services, LLC | $480,101 | 14,904 | Trimmed |
| 20 | Merit Financial Group, LLC | $464,897 | 14,432 | Hold |
| 21 | Diligent Investors, LLC | $460,644 | 14,300 | Added |
| 22 | OLD MISSION CAPITAL LLC | $388,197 | 12,051 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $382,560 | 11,876 | Trimmed |
| 24 | Mutual Advisors, LLC | $382,174 | 11,864 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $297,000 | 9,222 | Added |