| 1 | Capital Investment Advisory Services, LLC | $10.8M | 115,582 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 113,395 | Trimmed |
| 3 | Founders Financial Alliance, LLC | $4.1M | 43,652 | Trimmed |
| 4 | Savvy Advisors, Inc. | $3.6M | 38,798 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.6M | 38,164 | Added |
| 6 | COLUMBIA ADVISORY PARTNERS LLC | $1.7M | 18,768 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $1.7M | 17,973 | Added |
| 8 | MILESTONE ASSET MANAGEMENT, LLC | $1.2M | 13,421 | Added |
| 9 | Trilogy Capital Inc. | $681,094 | 7,313 | Trimmed |
| 10 | McAdam, LLC | $656,311 | 7,047 | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $582,823 | 6,258 | Added |
| 12 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $543,428 | 5,835 | Added |
| 13 | OPPENHEIMER & CO INC | $509,527 | 5,471 | Added |
| 14 | PARK AVENUE SECURITIES LLC | $474,000 | 5,092 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $453,089 | 4,897 | Added |
| 16 | Wealthcare Advisory Partners LLC | $381,127 | 4,092 | Trimmed |
| 17 | BEACON FINANCIAL GROUP | $371,063 | 3,984 | Hold |
| 18 | Guardian Partners Inc. | $324,101 | 3,480 | Trimmed |
| 19 | EAGLE GLOBAL ADVISORS LLC | $310,131 | 3,330 | Trimmed |
| 20 | MTM FINANCIAL GROUP, LLC | $280,872 | 3,016 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $258,550 | 2,776 | New |
| 22 | Private Advisor Group, LLC | $252,942 | 2,716 | Trimmed |
| 23 | PRINCIPAL SECURITIES, INC. | $246,267 | 2,644 | New |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $244,031 | 2,644 | Added |
| 25 | Able Wealth Management LLC | $219,702 | 2,359 | Trimmed |