| 1 | OxenFree Capital LLC | $45.5M | 941,766 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $31.0M | 641,933 | Added |
| 3 | UPTICK PARTNERS, LLC | $28.3M | 585,228 | Added |
| 4 | TRUIST FINANCIAL CORP | $23.7M | 490,861 | Added |
| 5 | United Advisor Group, LLC | $18.9M | 391,287 | Added |
| 6 | STIFEL FINANCIAL CORP | $18.4M | 380,950 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $14.8M | 306,494 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $13.8M | 292,430 | Added |
| 9 | LPL Financial LLC | $13.5M | 278,725 | Added |
| 10 | Weaver Capital Management LLC | $11.7M | 277,643 | Hold |
| 11 | Ethos Financial Group, LLC | $11.3M | 233,512 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 210,916 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.0M | 186,785 | Trimmed |
| 14 | Ascent Advisors, LLC | $8.7M | 179,376 | New |
| 15 | SECURED RETIREMENT ADVISORS, LLC | $8.6M | 179,003 | Trimmed |
| 16 | Foundations Investment Advisors, LLC | $8.6M | 178,599 | Added |
| 17 | Sage Capital Management, LLC | $7.5M | 155,447 | Added |
| 18 | Hegarty Advisors, LLC | $7.3M | 151,992 | Added |
| 19 | Royal Bank of Canada | $7.2M | 148,444 | Trimmed |
| 20 | Essex Financial Services, Inc. | $7.2M | 148,241 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 138,770 | Added |
| 22 | Cetera Investment Advisers | $6.5M | 134,598 | Trimmed |
| 23 | BANK OF AMERICA CORP /DE/ | $5.7M | 117,920 | Added |
| 24 | UBS Group AG | $5.3M | 109,811 | Trimmed |
| 25 | Fairman Group, LLC | $5.2M | 108,020 | Added |