| 1 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.9M | 159,664 | Added |
| 2 | Brookstone Capital Management | $8.8M | 157,768 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 120,115 | Added |
| 4 | Private Advisor Group, LLC | $5.5M | 97,990 | Trimmed |
| 5 | Chicago Partners Investment Group LLC | $5.2M | 95,125 | Trimmed |
| 6 | Lifestyle Asset Management, Inc. | $5.1M | 91,302 | Added |
| 7 | SageGuard Financial Group, LLC | $4.8M | 85,332 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 75,391 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 59,292 | Added |
| 10 | Prospera Financial Services Inc | $3.0M | 53,836 | Added |
| 11 | Marshall & Sterling Wealth Advisors Inc. | $2.6M | 45,938 | Added |
| 12 | Wealth Intelligence, LLC | $2.5M | 45,187 | Added |
| 13 | IFP Advisors, Inc | $1.3M | 22,901 | Added |
| 14 | Joel Isaacson & Co., LLC | $1.1M | 19,093 | Added |
| 15 | Wealthcare Advisory Partners LLC | $990,765 | 17,768 | Added |
| 16 | TRUIST FINANCIAL CORP | $770,748 | 13,823 | New |
| 17 | FLAGSHIP HARBOR ADVISORS, LLC | $651,166 | 11,678 | Trimmed |
| 18 | MADDEN SECURITIES Corp | $550,351 | 9,870 | Hold |
| 19 | Apollon Wealth Management, LLC | $544,791 | 9,770 | Added |
| 20 | PRIVATE TRUST CO NA | $371,027 | 6,654 | Hold |
| 21 | WINNOW WEALTH LLC | $364,058 | 6,529 | New |
| 22 | QP WEALTH MANAGEMENT, LLC | $345,824 | 6,202 | Added |
| 23 | Aurdan Capital Management, LLC | $278,465 | 4,994 | New |
| 24 | SHEETS SMITH WEALTH MANAGEMENT | $229,452 | 4,115 | New |
| 25 | NBC SECURITIES, INC. | $64,124 | 1,150 | Hold |