| 1 | Brookstone Capital Management | $51.1M | 971,141 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 112,867 | Trimmed |
| 3 | Berkshire Money Management, Inc. | $5.0M | 95,648 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 76,735 | Trimmed |
| 5 | My Personal CFO, LLC | $3.8M | 72,470 | Trimmed |
| 6 | McAlister, Sweet & Associates, Inc. | $3.7M | 69,990 | Hold |
| 7 | TopTier Wealth Management, LLC | $3.0M | 56,888 | Trimmed |
| 8 | Valtinson Bruner Financial Planning LLC | $2.5M | 47,613 | Trimmed |
| 9 | Fragasso Financial Advisors Inc | $2.4M | 44,786 | Trimmed |
| 10 | Lantz Financial LLC | $1.9M | 35,179 | Trimmed |
| 11 | PCA Investment Advisory Services Inc. | $1.8M | 34,338 | Trimmed |
| 12 | Chris Bulman Inc | $1.7M | 33,166 | Trimmed |
| 13 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 33,087 | Hold |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.7M | 31,454 | Added |
| 15 | DHJJ Financial Advisors, Ltd. | $1.6M | 30,210 | Hold |
| 16 | Kestra Advisory Services, LLC | $1.6M | 29,481 | Trimmed |
| 17 | Spire Wealth Management | $1.5M | 28,958 | Added |
| 18 | Strategic Blueprint, LLC | $1.1M | 21,568 | Added |
| 19 | Weaver Consulting Group | $994,146 | 18,885 | Hold |
| 20 | AE Wealth Management LLC | $899,706 | 17,091 | Added |
| 21 | Integrity Advisory Solutions, LLC | $847,064 | 16,091 | Trimmed |
| 22 | PRINCIPAL SECURITIES, INC. | $787,157 | 14,953 | Added |
| 23 | BCS Wealth Management | $721,829 | 13,712 | Hold |
| 24 | Outlook Wealth Advisors, LLC | $507,731 | 9,645 | Hold |
| 25 | CRA Financial Services, LLC | $492,888 | 9,363 | Hold |