| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 227,129 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $4.2M | 140,089 | Trimmed |
| 3 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.4M | 115,087 | Trimmed |
| 4 | HighTower Advisors, LLC | $3.3M | 111,165 | Trimmed |
| 5 | Cetera Investment Advisers | $3.3M | 108,846 | Added |
| 6 | CENTAURUS FINANCIAL, INC. | $3.2M | 107,150 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.2M | 73,189 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 70,177 | Added |
| 9 | CAPTRUST FINANCIAL ADVISORS | $2.0M | 65,482 | Hold |
| 10 | Stratos Wealth Advisors, LLC | $1.6M | 51,777 | Trimmed |
| 11 | LPL Financial LLC | $1.3M | 43,985 | Added |
| 12 | Trek Financial, LLC | $1.3M | 43,511 | Trimmed |
| 13 | KFG WEALTH MANAGEMENT, LLC | $1.3M | 43,009 | Trimmed |
| 14 | Diligent Investors, LLC | $1.3M | 42,137 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $1.3M | 41,790 | Trimmed |
| 16 | Triad Wealth Partners, LLC | $1.2M | 40,953 | New |
| 17 | Archer Investment Corp | $1.2M | 39,869 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $985,000 | 32,857 | Added |
| 19 | IMG Wealth Management, Inc. | $870,419 | 29,043 | Trimmed |
| 20 | Cypress Wealth Services, LLC | $857,831 | 28,623 | Trimmed |
| 21 | Carmel Capital Partners, LLC | $770,229 | 25,700 | New |
| 22 | CENTRAL VALLEY ADVISORS, LLC | $739,569 | 24,677 | Added |
| 23 | TRUIST FINANCIAL CORP | $721,887 | 24,087 | Added |
| 24 | AdvisorNet Financial, Inc | $716,013 | 23,891 | Hold |
| 25 | Continuum Advisory, LLC | $625,174 | 20,860 | Trimmed |