| 1 | Cambridge Investment Research Advisors, Inc. | $9.5M | 345,378 | Trimmed |
| 2 | Triad Wealth Partners, LLC | $3.7M | 134,579 | Added |
| 3 | TRUIST FINANCIAL CORP | $3.3M | 121,884 | Hold |
| 4 | Alpine Bank Wealth Management | $3.1M | 113,000 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 105,336 | Trimmed |
| 6 | HARBOUR INVESTMENTS, INC. | $2.8M | 100,175 | Trimmed |
| 7 | Orion Porfolio Solutions, LLC | $2.0M | 72,658 | Added |
| 8 | Kestra Advisory Services, LLC | $2.0M | 72,152 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 67,529 | Added |
| 10 | Lineweaver Wealth Advisors, LLC | $1.8M | 64,701 | Hold |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 63,090 | Trimmed |
| 12 | Cypress Wealth Services, LLC | $1.6M | 59,888 | Hold |
| 13 | SYON CAPITAL LLC | $1.3M | 48,765 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.3M | 48,109 | Trimmed |
| 15 | Encompass More Asset Management | $1.3M | 48,072 | Added |
| 16 | Prostatis Group LLC | $1.2M | 43,908 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $1.1M | 40,997 | Added |
| 18 | OSAIC HOLDINGS, INC. | $1.1M | 40,201 | Added |
| 19 | Brookstone Capital Management | $964,690 | 35,131 | Trimmed |
| 20 | AdvisorNet Financial, Inc | $947,940 | 34,521 | Hold |
| 21 | Cetera Investment Advisers | $866,961 | 31,572 | Trimmed |
| 22 | Summit Wealth Partners, LLC | $840,105 | 30,594 | Trimmed |
| 23 | KFG WEALTH MANAGEMENT, LLC | $794,000 | 28,915 | Hold |
| 24 | Authentikos Wealth Advisory, LLC | $757,204 | 27,575 | Trimmed |
| 25 | CENTRAL VALLEY ADVISORS, LLC | $630,341 | 22,955 | Trimmed |