| 1 | Berger Financial Group, Inc | $7.2M | 199,418 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 156,207 | Trimmed |
| 3 | Cornerstone Wealth, LLC/TN | $4.4M | 122,861 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 89,069 | Added |
| 5 | Bedel Financial Consulting, Inc. | $3.1M | 85,469 | Added |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 67,104 | Trimmed |
| 7 | BIP Wealth, LLC | $2.4M | 65,472 | Trimmed |
| 8 | Signal Advisors Wealth, LLC | $2.0M | 54,837 | Trimmed |
| 9 | CORRADO ADVISORS, LLC | $1.9M | 53,482 | Trimmed |
| 10 | SIGNATUREFD, LLC | $1.8M | 50,073 | Hold |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.7M | 48,562 | Added |
| 12 | ACCESS FINANCIAL SERVICES, INC. | $1.7M | 47,405 | Hold |
| 13 | Diligent Investors, LLC | $1.6M | 45,256 | Hold |
| 14 | PRINCIPAL SECURITIES, INC. | $1.6M | 43,522 | Added |
| 15 | WorthPointe, LLC | $1.5M | 42,546 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $1.4M | 37,664 | Trimmed |
| 17 | Straight Path Wealth Management | $1.3M | 35,068 | Added |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 33,704 | Added |
| 19 | TRUIST FINANCIAL CORP | $1.1M | 30,894 | Trimmed |
| 20 | RED CRANE WEALTH MANAGEMENT, LLC | $997,160 | 27,722 | New |
| 21 | BCS Wealth Management | $898,351 | 24,975 | Trimmed |
| 22 | Ifrah Financial Services, Inc. | $861,246 | 23,943 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $860,524 | 33,704 | Added |
| 24 | IFP Advisors, Inc | $800,009 | 22,241 | Added |
| 25 | HB Wealth Management, LLC | $739,939 | 20,571 | New |