| 1 | Gradient Investments LLC | $12.2M | 222,302 | Added |
| 2 | MADDEN SECURITIES Corp | $9.9M | 180,755 | Added |
| 3 | StoneCrest Wealth Management, Inc. | $1.8M | 33,575 | New |
| 4 | HUB Investment Partners, LLC | $1.6M | 29,803 | Added |
| 5 | Quotient Wealth Partners, LLC | $1.4M | 25,091 | Added |
| 6 | Farther Finance Advisors, LLC | $1.3M | 22,985 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $976,000 | 17,730 | Added |
| 8 | TRUIST FINANCIAL CORP | $745,928 | 13,550 | New |
| 9 | CAP Partners, LLC | $528,116 | 9,599 | Added |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $451,217 | 8,299 | New |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | $434,013 | 7,965 | New |
| 12 | New England Private Wealth Advisors LLC | $309,922 | 5,579 | Added |
| 13 | Sunpointe, LLC | $309,488 | 5,625 | New |
| 14 | HB Wealth Management, LLC | $289,185 | 5,256 | Hold |
| 15 | Worth Asset Management, LLC | $217,604 | 3,955 | New |
| 16 | ADIRONDACK TRUST CO | $39,997 | 727 | Added |
| 17 | Capital Investment Advisory Services, LLC | $22,008 | 400 | New |
| 18 | FINANCIAL CONSULATE, INC | $13,755 | 250 | Hold |
| 19 | SALEM INVESTMENT COUNSELORS INC | $13,755 | 250 | Added |
| 20 | Lodestone Wealth Management LLC | $2,079 | 38 | Added |
| 21 | Atlantic Edge Private Wealth Management, LLC | $1,376 | 25 | Hold |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |