| 1 | Weitzel Financial Services, Inc. | $15.6M | 315,749 | Added |
| 2 | AJ Advisors, LLC | $14.1M | 283,095 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $11.9M | 239,056 | Added |
| 4 | WEDBUSH SECURITIES INC | $9.7M | 193,700 | Added |
| 5 | Weaver Consulting Group | $8.9M | 178,155 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 146,926 | Trimmed |
| 7 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.2M | 145,264 | Trimmed |
| 8 | Royal Fund Management, LLC | $5.7M | 113,660 | Added |
| 9 | Focus Financial Network, Inc. | $5.5M | 109,571 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $4.5M | 90,161 | Added |
| 11 | Ellenbecker Investment Group | $4.2M | 83,370 | Added |
| 12 | Taylor Financial Group, Inc. | $4.0M | 81,107 | Added |
| 13 | Onyx Bridge Wealth Group LLC | $4.0M | 79,435 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 75,237 | Trimmed |
| 15 | Brookstone Capital Management | $3.6M | 73,102 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 67,914 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $3.3M | 65,263 | Added |
| 18 | BASSO CAPITAL MANAGEMENT, L.P. | $3.1M | 62,530 | New |
| 19 | JIM SAULNIER & ASSOCIATES, LLC | $3.1M | 62,051 | Added |
| 20 | AE Wealth Management LLC | $3.1M | 62,037 | Added |
| 21 | VVR Holdings LLC | $2.9M | 58,410 | Trimmed |
| 22 | Private Advisor Group, LLC | $2.5M | 49,723 | Trimmed |
| 23 | ASPIRIANT, LLC | $2.5M | 49,669 | Hold |
| 24 | TRUE Private Wealth Advisors | $2.5M | 49,534 | Added |
| 25 | Enclave Advisors LLC | $2.2M | 45,013 | Trimmed |