| 1 | Lantz Financial LLC | $13.2M | 275,590 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 147,328 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 137,310 | Trimmed |
| 4 | McAlister, Sweet & Associates, Inc. | $3.8M | 80,480 | Hold |
| 5 | My Personal CFO, LLC | $2.8M | 58,915 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.9M | 40,044 | Added |
| 7 | Kestra Advisory Services, LLC | $1.8M | 38,408 | Trimmed |
| 8 | Fragasso Financial Advisors Inc | $1.8M | 37,647 | Hold |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 35,321 | Trimmed |
| 10 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 35,285 | Hold |
| 11 | Buska Wealth Management, LLC | $1.6M | 33,460 | Trimmed |
| 12 | Brookstone Capital Management | $1.3M | 28,086 | Trimmed |
| 13 | CoreCap Advisors, LLC | $1.0M | 21,844 | Hold |
| 14 | Berkshire Money Management, Inc. | $1.0M | 21,410 | Hold |
| 15 | TRUIST FINANCIAL CORP | $934,255 | 19,541 | Added |
| 16 | BENJAMIN EDWARDS INC | $922,728 | 19,300 | Hold |
| 17 | TopTier Wealth Management, LLC | $912,693 | 19,090 | Trimmed |
| 18 | Weaver Consulting Group | $840,510 | 17,580 | Hold |
| 19 | Spire Wealth Management | $807,664 | 16,893 | Trimmed |
| 20 | PRINCIPAL SECURITIES, INC. | $647,395 | 13,541 | Trimmed |
| 21 | Maltin Wealth Management, Inc. | $579,983 | 12,131 | Trimmed |
| 22 | Concurrent Investment Advisors, LLC | $547,568 | 11,453 | Trimmed |
| 23 | Chris Bulman Inc | $542,070 | 11,338 | Trimmed |
| 24 | Global Assets Advisory, LLC | $513,373 | 10,718 | New |
| 25 | DHJJ Financial Advisors, Ltd. | $493,304 | 10,318 | Hold |