| 1 | Gradient Investments LLC | $25.6M | 841,471 | New |
| 2 | CORRADO ADVISORS, LLC | $2.6M | 85,874 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 74,994 | Added |
| 4 | Private Advisor Group, LLC | $2.2M | 71,965 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 70,339 | Added |
| 6 | Bright Futures Wealth Management, LLC. | $2.0M | 65,675 | New |
| 7 | PRIVATE CLIENT SERVICES, LLC | $1.5M | 48,588 | New |
| 8 | Kestra Advisory Services, LLC | $1.1M | 37,582 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.0M | 33,824 | Added |
| 10 | Diligent Investors, LLC | $806,275 | 26,483 | Added |
| 11 | FIDUCIARY FINANCIAL GROUP, LLC | $745,050 | 24,472 | Added |
| 12 | PFS Partners, LLC | $646,439 | 21,233 | Added |
| 13 | TRUIST FINANCIAL CORP | $577,389 | 18,965 | Added |
| 14 | ACCESS FINANCIAL SERVICES, INC. | $533,336 | 17,518 | Trimmed |
| 15 | Old Port Advisors | $531,570 | 17,460 | New |
| 16 | Cornerstone Wealth Group, LLC | $502,434 | 16,503 | Trimmed |
| 17 | Cypress Wealth Services, LLC | $478,930 | 15,731 | New |
| 18 | IFP Advisors, Inc | $451,926 | 14,844 | Added |
| 19 | PFG Advisors | $419,563 | 13,781 | Trimmed |
| 20 | Straight Path Wealth Management | $413,382 | 13,578 | Hold |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $390,729 | 12,794 | Added |
| 22 | Stonebridge Financial Group, LLC | $323,174 | 10,615 | Added |
| 23 | BCS Wealth Management | $316,294 | 10,389 | Hold |
| 24 | Lantz Financial LLC | $307,068 | 10,086 | Trimmed |
| 25 | Cornerstone Wealth, LLC/TN | $284,193 | 9,276 | Hold |