| 1 | Prentice Wealth Management LLC | $6.2M | 524,311 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 316,696 | Added |
| 3 | Bensler, LLC | $2.3M | 190,856 | New |
| 4 | TRUIST FINANCIAL CORP | $2.3M | 189,947 | Trimmed |
| 5 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.0M | 169,118 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 125,634 | Trimmed |
| 7 | RIVERSEDGE ADVISORS, LLC | $1.3M | 106,735 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.1M | 93,256 | Added |
| 9 | McAdam, LLC | $1.0M | 86,983 | New |
| 10 | Strategic Financial Concepts, LLC | $692,022 | 58,251 | Trimmed |
| 11 | Apollon Wealth Management, LLC | $625,102 | 52,618 | Hold |
| 12 | Bill Few Associates, Inc. | $462,156 | 38,902 | Added |
| 13 | Archer Investment Corp | $458,319 | 38,579 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $439,213 | 36,971 | Added |
| 15 | OPPENHEIMER & CO INC | $436,305 | 36,726 | Added |
| 16 | Avior Wealth Management, LLC | $415,052 | 34,937 | Hold |
| 17 | Riverbend Wealth Management, LLC | $404,320 | 34,034 | New |
| 18 | Cullen/Frost Bankers, Inc. | $384,153 | 32,336 | Added |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $292,474 | 24,619 | Added |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $266,033 | 22,393 | New |
| 21 | 626 Financial, LLC | $174,196 | 14,663 | Hold |
| 22 | Ascent Group, LLC | $167,068 | 14,063 | Hold |
| 23 | Koshinski Asset Management, Inc. | $162,730 | 13,698 | Added |
| 24 | MMA ASSET MANAGEMENT LLC | $158,650 | 13,354 | New |
| 25 | OPTIMA CAPITAL LLC | $152,601 | 12,845 | New |