| 1 | HighTower Advisors, LLC | $7.1M | 257,875 | Trimmed |
| 2 | Archer Investment Corp | $6.8M | 248,218 | Trimmed |
| 3 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.9M | 142,234 | Hold |
| 4 | TRUIST FINANCIAL CORP | $3.7M | 134,764 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 102,210 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $2.5M | 89,727 | Trimmed |
| 7 | Cetera Investment Advisers | $1.6M | 59,040 | Trimmed |
| 8 | Strategic Blueprint, LLC | $1.6M | 58,816 | Trimmed |
| 9 | AssuredPartners Investment Advisors, LLC | $1.3M | 48,285 | Hold |
| 10 | CENTAURUS FINANCIAL, INC. | $1.3M | 47,230 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $1.3M | 47,112 | Added |
| 12 | AE Wealth Management LLC | $1.3M | 46,099 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 42,397 | Added |
| 14 | Brookstone Capital Management | $1.1M | 41,195 | Added |
| 15 | KFG WEALTH MANAGEMENT, LLC | $1.0M | 36,676 | Hold |
| 16 | Ausdal Financial Partners, Inc. | $997,900 | 36,241 | Hold |
| 17 | Lineweaver Wealth Advisors, LLC | $938,148 | 34,071 | Hold |
| 18 | OLD MISSION CAPITAL LLC | $824,593 | 29,947 | Trimmed |
| 19 | Cypress Wealth Services, LLC | $818,481 | 29,725 | Hold |
| 20 | Advisory Services Network, LLC | $746,284 | 27,103 | Trimmed |
| 21 | Continuum Advisory, LLC | $719,134 | 26,117 | Hold |
| 22 | LPL Financial LLC | $646,992 | 23,497 | Added |
| 23 | CENTRAL VALLEY ADVISORS, LLC | $642,145 | 23,321 | Trimmed |
| 24 | Cornerstone Wealth Group, LLC | $640,549 | 23,263 | Hold |
| 25 | Cambridge Investment Research Advisors, Inc. | $602,000 | 21,847 | Added |