| 1 | Nilsine Partners, LLC | $21.2M | 465,155 | Added |
| 2 | NewSquare Capital LLC | $11.4M | 249,056 | Added |
| 3 | BENJAMIN EDWARDS INC | $6.8M | 150,159 | Added |
| 4 | DAYMARK WEALTH PARTNERS, LLC | $3.2M | 69,505 | Trimmed |
| 5 | TriaGen Wealth Management LLC | $2.6M | 56,335 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 53,207 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.2M | 47,410 | Added |
| 8 | TRUST CO OF OKLAHOMA | $1.2M | 25,414 | Added |
| 9 | Kovack Advisors, Inc. | $1.1M | 25,069 | Trimmed |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $998,991 | 21,921 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $881,382 | 19,340 | Added |
| 12 | Realta Investment Advisors | $777,914 | 17,070 | Trimmed |
| 13 | MinichMacGregor Wealth Management, LLC | $759,054 | 16,656 | Trimmed |
| 14 | Englebert Financial Advisers, LLC | $709,107 | 15,560 | Added |
| 15 | TRUIST FINANCIAL CORP | $595,176 | 13,060 | New |
| 16 | Claro Advisors LLC | $411,164 | 9,022 | New |
| 17 | WealthBridge Capital Management, LLC | $384,449 | 8,436 | New |
| 18 | Fortis Group Advisors, LLC | $328,577 | 7,210 | Trimmed |
| 19 | Prospera Financial Services Inc | $247,761 | 5,433 | Trimmed |
| 20 | FAS Wealth Partners, Inc. | $49,236 | 1,080 | Added |
| 21 | Capital Investment Advisory Services, LLC | $48,307 | 1,060 | Hold |
| 22 | ATWOOD & PALMER INC | $44,434 | 975 | Hold |
| 23 | Hilton Head Capital Partners, LLC | $25,931 | 569 | Hold |
| 24 | MTM Investment Management, LLC | $13,900 | 305 | Hold |
| 25 | Jackson, Grant Investment Advisers, Inc. | $10,482 | 230 | New |