| 1 | Sovran Advisors, LLC | $23.2M | 559,190 | Trimmed |
| 2 | Kellett Wealth Advisors, LLC | $21.1M | 511,597 | Trimmed |
| 3 | SIGNATUREFD, LLC | $8.0M | 194,350 | Hold |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 155,052 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 91,945 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $3.7M | 89,215 | Added |
| 7 | Kestra Advisory Services, LLC | $3.1M | 74,023 | Trimmed |
| 8 | CENTRAL VALLEY ADVISORS, LLC | $2.9M | 69,051 | Trimmed |
| 9 | Cetera Investment Advisers | $2.7M | 66,425 | Trimmed |
| 10 | Spire Wealth Management | $2.6M | 62,273 | Trimmed |
| 11 | KFG WEALTH MANAGEMENT, LLC | $2.5M | 61,459 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 59,811 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 52,559 | Trimmed |
| 14 | Brookstone Capital Management | $1.9M | 44,905 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $1.8M | 43,737 | Trimmed |
| 16 | OLD MISSION CAPITAL LLC | $1.6M | 38,765 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $1.6M | 37,728 | Added |
| 18 | Advisory Services Network, LLC | $1.5M | 35,624 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.3M | 32,321 | Hold |
| 20 | Berger Financial Group, Inc | $1.3M | 30,449 | Trimmed |
| 21 | Strategic Blueprint, LLC | $1.2M | 29,428 | Hold |
| 22 | LPL Financial LLC | $1.2M | 28,535 | Added |
| 23 | Arete Wealth Advisors, LLC | $1.1M | 26,793 | Trimmed |
| 24 | HighTower Advisors, LLC | $1.1M | 25,999 | Hold |
| 25 | FIDUCIARY FINANCIAL GROUP, LLC | $1.0M | 24,257 | Hold |