| 1 | Mountain Capital Investment Advisors Inc. | $43.5M | 1.1M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $9.6M | 231,460 | Added |
| 3 | Colonial River Investments, LLC | $3.7M | 88,831 | New |
| 4 | Castle Rock Wealth Management, LLC | $3.2M | 80,078 | Added |
| 5 | Rubicon Advisors, GP | $3.1M | 75,221 | New |
| 6 | TRUIST FINANCIAL CORP | $1.7M | 40,905 | New |
| 7 | DAVENPORT & Co LLC | $1.1M | 27,135 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $860,120 | 20,766 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $805,122 | 19,438 | New |
| 10 | Private Advisor Group, LLC | $690,140 | 16,662 | New |
| 11 | Onyx Bridge Wealth Group LLC | $638,473 | 15,415 | Added |
| 12 | Avior Wealth Management, LLC | $568,448 | 13,724 | Trimmed |
| 13 | Fermata Advisors, LLC | $248,520 | 6,000 | New |
| 14 | SeaCrest Wealth Management, LLC | $225,532 | 5,445 | New |
| 15 | Capital Investment Advisory Services, LLC | $221,556 | 5,349 | New |
| 16 | Ashton Thomas Private Wealth, LLC | $41,834 | 1,010 | Added |
| 17 | PRIVATE TRUST CO NA | $8,325 | 201 | New |
| 18 | Farther Finance Advisors, LLC | $6,503 | 157 | New |
| 19 | IFP Advisors, Inc | $414 | 10 | Hold |
| 20 | AdvisorNet Financial, Inc | $0 | 0 | Exited |
| 21 | Worth Asset Management, LLC | $0 | 0 | Exited |
| 22 | VISTA INVESTMENT PARTNERS II, LLC | $0 | 0 | Exited |
| 23 | Berbice Capital Management LLC | $0 | 0 | Exited |