| 1 | PFS Partners, LLC | $22.5M | 493,805 | Trimmed |
| 2 | MBL Wealth, LLC | $10.2M | 224,531 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 222,544 | Added |
| 4 | Berkshire Money Management, Inc. | $6.8M | 148,779 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $5.7M | 124,702 | Trimmed |
| 6 | PRINCIPAL SECURITIES, INC. | $4.8M | 105,876 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $4.2M | 91,206 | Added |
| 8 | AdvisorNet Financial, Inc | $4.0M | 88,373 | Trimmed |
| 9 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $2.4M | 52,632 | Added |
| 10 | TRUIST FINANCIAL CORP | $2.4M | 51,626 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 43,514 | Trimmed |
| 12 | IFP Advisors, Inc | $1.7M | 36,468 | Added |
| 13 | DHJJ Financial Advisors, Ltd. | $1.7M | 36,440 | Trimmed |
| 14 | RED CRANE WEALTH MANAGEMENT, LLC | $1.6M | 35,387 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 33,981 | Trimmed |
| 16 | Weaver Consulting Group | $1.5M | 33,254 | Hold |
| 17 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 30,527 | Added |
| 18 | Fragasso Financial Advisors Inc | $1.4M | 30,190 | Trimmed |
| 19 | Miller Financial Services LLC | $1.2M | 25,803 | Trimmed |
| 20 | Brookstone Capital Management | $1.1M | 23,785 | Trimmed |
| 21 | BCGM Wealth Management, LLC | $1.0M | 22,457 | Hold |
| 22 | Cornerstone Wealth, LLC/TN | $937,730 | 20,517 | Added |
| 23 | Crown Wealth Group, LLC | $856,110 | 18,762 | Hold |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $835,485 | 18,310 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $667,856 | 14,636 | Trimmed |