| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 181,580 | Trimmed |
| 2 | US BANCORP \DE\ | $4.8M | 175,315 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.7M | 133,285 | Trimmed |
| 4 | Cetera Investment Advisers | $3.1M | 113,459 | Trimmed |
| 5 | SOA Wealth Advisors, LLC. | $2.5M | 89,438 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $2.1M | 77,715 | Trimmed |
| 7 | LPL Financial LLC | $2.0M | 72,134 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.8M | 65,876 | Trimmed |
| 9 | NorthCrest Asset Manangement, LLC | $1.7M | 63,081 | Trimmed |
| 10 | Avantra Family Wealth, Inc. | $1.6M | 57,562 | Added |
| 11 | Modern Wealth Management, LLC | $1.5M | 52,764 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 40,591 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 40,015 | Trimmed |
| 14 | SILVER OAK SECURITIES, INCORPORATED | $1.0M | 38,055 | Trimmed |
| 15 | HARBOUR INVESTMENTS, INC. | $811,714 | 29,474 | Trimmed |
| 16 | Ignite Planners, LLC | $791,610 | 28,744 | Trimmed |
| 17 | Noble Wealth Management PBC | $751,154 | 27,275 | Trimmed |
| 18 | Rockefeller Capital Management L.P. | $714,635 | 25,949 | Trimmed |
| 19 | WEALTHGARDEN F.S. LLC | $679,013 | 24,656 | Hold |
| 20 | FIDUCIARY FINANCIAL ADVISORS | $670,488 | 24,348 | New |
| 21 | Evergreen Wealth Solutions, LLC | $666,389 | 23,539 | Added |
| 22 | Corient Private Wealth LLC | $639,864 | 23,234 | Hold |
| 23 | Kestra Advisory Services, LLC | $624,910 | 22,691 | Trimmed |
| 24 | Ameritas Investment Partners, Inc. | $597,136 | 21,683 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $556,000 | 20,194 | Added |