| 1 | Trek Financial, LLC | $8.4M | 325,047 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 187,221 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.1M | 157,751 | Trimmed |
| 4 | HARBOUR INVESTMENTS, INC. | $3.2M | 124,394 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $3.2M | 122,052 | Hold |
| 6 | Alpine Bank Wealth Management | $3.0M | 115,000 | Hold |
| 7 | MML INVESTORS SERVICES, LLC | $2.9M | 111,283 | Added |
| 8 | Cetera Investment Advisers | $2.6M | 100,415 | Added |
| 9 | Ameritas Advisory Services, LLC | $2.6M | 99,771 | Added |
| 10 | NovaPoint Capital, LLC | $2.2M | 85,026 | Trimmed |
| 11 | Blossom Wealth Management | $2.2M | 84,787 | Hold |
| 12 | Kestra Advisory Services, LLC | $2.1M | 79,353 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.0M | 75,896 | Trimmed |
| 14 | LPL Financial LLC | $1.9M | 74,397 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 69,143 | Trimmed |
| 16 | Integrity Advisory Solutions, LLC | $1.8M | 67,492 | Added |
| 17 | Lineweaver Wealth Advisors, LLC | $1.6M | 60,931 | Trimmed |
| 18 | Peak Wealth Management LLC | $1.6M | 60,330 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $1.5M | 59,599 | Added |
| 20 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 58,836 | Added |
| 21 | Ashton Thomas Private Wealth, LLC | $1.5M | 58,001 | Added |
| 22 | HighTower Advisors, LLC | $1.2M | 46,940 | Hold |
| 23 | Heck Capital Advisors, LLC | $1.2M | 44,700 | Hold |
| 24 | NewEdge Advisors, LLC | $1.1M | 43,787 | Hold |
| 25 | Cerity Partners LLC | $1.1M | 40,889 | New |