| 1 | Ignite Planners, LLC | $9.3M | 272,928 | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 193,815 | Trimmed |
| 3 | Brookstone Capital Management | $4.2M | 123,679 | Added |
| 4 | Kestra Advisory Services, LLC | $2.4M | 69,078 | Trimmed |
| 5 | Madrona Financial Services, LLC | $1.8M | 51,822 | Hold |
| 6 | KINGSWOOD WEALTH ADVISORS, LLC | $1.5M | 44,259 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $1.3M | 39,405 | Hold |
| 8 | Atria Investments, Inc | $1.2M | 33,927 | Trimmed |
| 9 | Global Assets Advisory, LLC | $618,445 | 18,107 | New |
| 10 | Clear Creek Financial Management, LLC | $601,433 | 17,621 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $595,000 | 17,423 | Trimmed |
| 12 | Foguth Wealth Management, LLC. | $569,033 | 16,629 | Trimmed |
| 13 | AE Wealth Management LLC | $546,686 | 16,017 | Added |
| 14 | Triumph Capital Management | $534,979 | 15,674 | Trimmed |
| 15 | Apollon Wealth Management, LLC | $529,415 | 15,511 | Trimmed |
| 16 | Climber Capital SA | $470,017 | 13,798 | New |
| 17 | Syntegra Private Wealth Group, LLC | $407,975 | 11,953 | Hold |
| 18 | WORLD EQUITY GROUP, INC. | $343,804 | 10,073 | Trimmed |
| 19 | Chris Bulman Inc | $320,223 | 9,382 | Trimmed |
| 20 | IFP Advisors, Inc | $313,328 | 9,180 | Trimmed |
| 21 | Prasad Wealth Partners, LLC | $303,771 | 8,900 | Hold |
| 22 | Certified Advisory Corp | $278,787 | 8,168 | Hold |
| 23 | First Heartland Consultants, Inc. | $276,364 | 8,097 | Hold |
| 24 | Merit Financial Group, LLC | $275,544 | 8,073 | Added |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $267,114 | 7,826 | Trimmed |