| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1.5M | Added |
| 2 | Rise Advisors, LLC | $18.9M | 979,814 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.7M | 501,671 | Added |
| 4 | LexAurum Advisors, LLC | $6.1M | 318,457 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 221,998 | Added |
| 6 | SageGuard Financial Group, LLC | $4.0M | 208,695 | Added |
| 7 | Prosperity Financial Group, Inc. | $3.9M | 203,963 | Added |
| 8 | TRUIST FINANCIAL CORP | $3.6M | 187,756 | Added |
| 9 | IFP Advisors, Inc | $3.3M | 173,194 | Added |
| 10 | Sulzberger Capital Advisors, Inc. | $3.0M | 154,057 | Trimmed |
| 11 | Independent Wealth Network Inc. | $1.7M | 90,488 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.7M | 90,196 | Added |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.4M | 73,950 | Added |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 64,378 | Trimmed |
| 15 | Capital Investment Advisory Services, LLC | $1.0M | 53,815 | Trimmed |
| 16 | WINEBRENNER CAPITAL MANAGEMENT LLC | $885,209 | 45,842 | New |
| 17 | Brookstone Capital Management | $861,319 | 44,605 | Added |
| 18 | PSI Advisors, LLC | $754,483 | 39,072 | Added |
| 19 | Southern Financial Group, LLC | $727,906 | 37,695 | New |
| 20 | American Financial Advisors, LLC | $686,134 | 35,533 | Trimmed |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $678,843 | 35,155 | Hold |
| 22 | Stenger Family Office, LLC | $500,504 | 25,919 | Added |
| 23 | Quad-Cities Investment Group, LLC | $463,884 | 24,023 | Hold |
| 24 | Apollon Wealth Management, LLC | $404,351 | 20,940 | Added |
| 25 | PRIVATE CLIENT SERVICES, LLC | $342,038 | 17,713 | Hold |