| 1 | Brookstone Capital Management | $52.0M | 883,904 | Added |
| 2 | INTEGRAL INVESTMENT ADVISORS, INC. | $16.0M | 271,186 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 248,556 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 97,189 | Added |
| 5 | Maltin Wealth Management, Inc. | $5.0M | 84,977 | Hold |
| 6 | Crown Wealth Group, LLC | $4.9M | 83,622 | Trimmed |
| 7 | DHJJ Financial Advisors, Ltd. | $3.8M | 65,282 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $2.6M | 44,617 | Trimmed |
| 9 | My Personal CFO, LLC | $2.5M | 41,894 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $2.2M | 37,389 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.2M | 36,952 | Added |
| 12 | CoreCap Advisors, LLC | $1.7M | 29,234 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 27,886 | Trimmed |
| 14 | Lantz Financial LLC | $1.5M | 25,161 | Trimmed |
| 15 | Berkshire Money Management, Inc. | $1.4M | 23,219 | Hold |
| 16 | Spire Wealth Management | $1.1M | 18,732 | Trimmed |
| 17 | Atria Investments, Inc | $1.1M | 18,685 | Trimmed |
| 18 | Weaver Consulting Group | $1.1M | 18,493 | Hold |
| 19 | FORONJY FINANCIAL LLC | $1.0M | 17,465 | Added |
| 20 | City Center Advisors, LLC | $846,551 | 14,380 | Trimmed |
| 21 | Chris Bulman Inc | $826,359 | 14,037 | Trimmed |
| 22 | Focus Financial Network, Inc. | $812,171 | 13,796 | Trimmed |
| 23 | PCA Investment Advisory Services Inc. | $792,449 | 13,461 | Added |
| 24 | Valtinson Bruner Financial Planning LLC | $772,728 | 13,126 | Hold |
| 25 | Firestone Capital Management | $720,451 | 12,238 | Hold |