| 1 | Berkshire Money Management, Inc. | $23.4M | 224,341 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $11.2M | 107,554 | Added |
| 3 | StoneCrest Wealth Management, Inc. | $7.1M | 68,258 | New |
| 4 | Private Advisor Group, LLC | $6.2M | 59,431 | Added |
| 5 | Clear Creek Financial Management, LLC | $3.4M | 32,398 | Added |
| 6 | Opus Capital Group, LLC | $3.3M | 31,653 | Hold |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.1M | 30,044 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 26,656 | Added |
| 9 | Bay Capital Advisors, LLC | $2.3M | 21,753 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 21,134 | Added |
| 11 | Dynamic Advisor Solutions LLC | $2.2M | 20,922 | Trimmed |
| 12 | Soltis Investment Advisors LLC | $1.6M | 15,750 | Added |
| 13 | Nilsine Partners, LLC | $1.6M | 15,232 | New |
| 14 | TRUIST FINANCIAL CORP | $1.4M | 13,051 | Added |
| 15 | CoreCap Advisors, LLC | $1.3M | 12,672 | Trimmed |
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.3M | 12,367 | New |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 12,200 | Added |
| 18 | RFG - Bristol Wealth Advisors, LLC | $1.2M | 11,393 | Trimmed |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $1.1M | 10,541 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $998,117 | 10,086 | Added |
| 21 | Brookwood Investment Group LLC | $912,541 | 8,766 | Trimmed |
| 22 | Aspen Investment Management Inc | $896,000 | 8,606 | Added |
| 23 | Concurrent Investment Advisors, LLC | $840,319 | 8,072 | Added |
| 24 | OPPENHEIMER & CO INC | $809,482 | 7,776 | Trimmed |
| 25 | Diversified Enterprises, LLC | $792,231 | 7,610 | Trimmed |