| 1 | Cetera Investment Advisers | $5.4M | 226,681 | Trimmed |
| 2 | SAGESPRING WEALTH PARTNERS, LLC | $5.3M | 222,976 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M | 191,187 | Added |
| 4 | Sequent Planning LLC | $3.6M | 150,702 | Trimmed |
| 5 | LPL Financial LLC | $2.9M | 119,333 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.7M | 69,656 | Trimmed |
| 7 | Maia Wealth LLC | $1.5M | 64,744 | Trimmed |
| 8 | First Heartland Consultants, Inc. | $1.5M | 62,151 | Added |
| 9 | TRUIST FINANCIAL CORP | $1.4M | 58,779 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 48,470 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $1.0M | 42,599 | Trimmed |
| 12 | Sigma Planning Corp | $944,613 | 39,494 | Trimmed |
| 13 | Falcon Wealth Planning | $905,053 | 37,840 | Hold |
| 14 | OLD MISSION CAPITAL LLC | $861,451 | 36,017 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $725,000 | 30,300 | Trimmed |
| 16 | Capital Analysts, LLC | $687,000 | 28,740 | Hold |
| 17 | Ignite Planners, LLC | $683,932 | 28,595 | Hold |
| 18 | INSIGNEO ADVISORY SERVICES, LLC | $618,062 | 25,841 | Hold |
| 19 | Beacon Pointe Advisors, LLC | $580,608 | 24,275 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $485,940 | 20,317 | Added |
| 21 | Comprehensive Financial Consultants Institutional, Inc. | $441,333 | 18,452 | Added |
| 22 | WEALTHGARDEN F.S. LLC | $410,168 | 17,149 | Hold |
| 23 | Triumph Capital Management | $348,795 | 14,583 | Added |
| 24 | Diligent Investors, LLC | $323,968 | 13,545 | Hold |
| 25 | Integrity Financial Corp /WA | $315,286 | 13,182 | Hold |