| 1 | Beacon Financial Advisory LLC | $2.7M | 90,112 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 51,471 | Trimmed |
| 3 | Steward Partners Investment Advisory, LLC | $1.3M | 41,896 | Added |
| 4 | TRUIST FINANCIAL CORP | $1.2M | 39,541 | Added |
| 5 | Fearless Solutions, LLC dba Best Invest | $923,191 | 30,845 | Added |
| 6 | IFP Advisors, Inc | $820,292 | 27,407 | Added |
| 7 | William Mack & Associates, Inc. | $784,064 | 26,197 | New |
| 8 | Ausdal Financial Partners, Inc. | $740,917 | 24,755 | Added |
| 9 | OSAIC HOLDINGS, INC. | $726,126 | 24,261 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $680,069 | 22,722 | New |
| 11 | Integrated Wealth Concepts LLC | $419,391 | 14,012 | Added |
| 12 | Cetera Investment Advisers | $401,062 | 13,400 | New |
| 13 | Kingsview Wealth Management, LLC | $350,510 | 11,711 | Added |
| 14 | Sonoma Private Wealth LLC | $327,161 | 10,931 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $263,000 | 8,778 | Added |
| 16 | Aurora Private Wealth, Inc. | $220,000 | 7,363 | Trimmed |
| 17 | Capital Analysts, LLC | $159,000 | 5,328 | Added |
| 18 | KERR FINANCIAL PLANNING Corp | $52,588 | 1,757 | Hold |
| 19 | Global Retirement Partners, LLC | $38,597 | 1,290 | Added |
| 20 | NBC SECURITIES, INC. | $29,930 | 1,000 | Hold |
| 21 | Atlantic Union Bankshares Corp | $8,979 | 300 | Hold |
| 22 | SBI Securities Co., Ltd. | $4,579 | 153 | Hold |
| 23 | Elevated Capital Advisors, LLC | $977 | 33 | Added |
| 24 | Private Wealth Asset Management, LLC | $748 | 25 | Hold |
| 25 | AE Wealth Management LLC | $0 | 0 | Exited |