| 1 | SIGNATUREFD, LLC | $4.6M | 230,114 | New |
| 2 | ARS Wealth Advisors Group, LLC | $2.9M | 142,892 | Trimmed |
| 3 | Welch Financial Planning, LLC | $2.8M | 138,955 | Added |
| 4 | Elmwood Wealth Management, Inc. | $2.7M | 136,237 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 133,478 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.3M | 113,930 | Added |
| 7 | CORRADO ADVISORS, LLC | $2.1M | 103,842 | Trimmed |
| 8 | Miracle Mile Advisors, LLC | $1.1M | 55,797 | New |
| 9 | Kestra Advisory Services, LLC | $815,683 | 40,872 | Added |
| 10 | Brookstone Capital Management | $813,886 | 40,782 | Added |
| 11 | Castle Rock Wealth Management, LLC | $755,745 | 37,844 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $540,815 | 27,099 | Trimmed |
| 13 | Cassady Wealth & Retirement Planning, LLC | $462,044 | 23,152 | Hold |
| 14 | AE Wealth Management LLC | $444,742 | 22,285 | Added |
| 15 | Archer Investment Corp | $320,968 | 16,083 | Hold |
| 16 | DHJJ Financial Advisors, Ltd. | $201,027 | 10,073 | Added |
| 17 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $119,742 | 6,000 | Added |
| 18 | CoreCap Advisors, LLC | $96,173 | 4,819 | New |
| 19 | Weaver Capital Management LLC | $73,778 | 3,898 | Hold |
| 20 | IFP Advisors, Inc | $13,990 | 701 | Added |
| 21 | Capital Investment Advisory Services, LLC | $11,336 | 568 | Hold |
| 22 | GILPIN WEALTH MANAGEMENT, LLC | $10,777 | 540 | Added |
| 23 | Physician Wealth Advisors, Inc. | $9,979 | 500 | Hold |
| 24 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 25 | TRUIST FINANCIAL CORP | $0 | 0 | Exited |