| 1 | Brookstone Capital Management | $48.2M | 1.0M | Added |
| 2 | Valtinson Bruner Financial Planning LLC | $9.0M | 189,813 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 115,168 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 88,575 | Added |
| 5 | Focus Financial Network, Inc. | $1.9M | 41,078 | Trimmed |
| 6 | Lantz Financial LLC | $1.8M | 37,903 | Added |
| 7 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.8M | 37,478 | Hold |
| 8 | TopTier Wealth Management, LLC | $1.7M | 36,112 | Trimmed |
| 9 | HB Wealth Management, LLC | $1.6M | 34,326 | New |
| 10 | Spire Wealth Management | $1.6M | 32,925 | Added |
| 11 | Diligent Investors, LLC | $1.3M | 27,475 | New |
| 12 | Kestra Advisory Services, LLC | $1.3M | 26,657 | Trimmed |
| 13 | Chicago Partners Investment Group LLC | $1.2M | 26,211 | Trimmed |
| 14 | Fragasso Financial Advisors Inc | $1.1M | 22,830 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.0M | 21,460 | Added |
| 16 | SIGNATUREFD, LLC | $966,081 | 20,403 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $934,121 | 19,728 | Added |
| 18 | DHJJ Financial Advisors, Ltd. | $898,372 | 18,973 | Trimmed |
| 19 | Outlook Wealth Advisors, LLC | $866,504 | 18,300 | Hold |
| 20 | Chris Bulman Inc | $781,608 | 16,507 | New |
| 21 | Weaver Capital Management LLC | $750,952 | 16,735 | Hold |
| 22 | CORRADO ADVISORS, LLC | $678,242 | 14,324 | New |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $662,900 | 14,000 | New |
| 24 | INTEGRITY ALLIANCE, LLC. | $649,547 | 13,718 | Hold |
| 25 | Maltin Wealth Management, Inc. | $635,153 | 13,414 | Hold |