| 1 | Trinity Legacy Partners, LLC | $12.0M | 460,283 | Added |
| 2 | Jaffetilchin Investment Partners, LLC | $6.8M | 285,312 | Trimmed |
| 3 | MANCHESTER FINANCIAL INC | $6.0M | 254,583 | Trimmed |
| 4 | Cetera Investment Advisers | $3.4M | 143,888 | Added |
| 5 | Brookwood Investment Group LLC | $1.3M | 55,017 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 49,631 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $912,000 | 38,467 | Trimmed |
| 8 | Advisor Resource Council | $706,528 | 29,802 | Added |
| 9 | OSAIC HOLDINGS, INC. | $656,631 | 27,700 | Added |
| 10 | Tower Research Capital LLC (TRC) | $541,714 | 22,850 | Added |
| 11 | Tidal Investments LLC | $462,223 | 19,497 | Added |
| 12 | TRUIST FINANCIAL CORP | $220,977 | 9,321 | Trimmed |
| 13 | Vann Equity Management LLC | $211,091 | 8,904 | New |
| 14 | Aptus Capital Advisors, LLC | $110,216 | 4,649 | Hold |
| 15 | ARVEST INVESTMENTS, INC. | $37,362 | 1,576 | New |
| 16 | Advisory Services Network, LLC | $25,246 | 1,065 | New |
| 17 | Anfield Capital Management, LLC | $1,612 | 68 | New |
| 18 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 21 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 22 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 23 | IFC & Insurance Marketing, Inc. | $0 | 0 | Exited |