| 1 | Cambridge Investment Research Advisors, Inc. | $7.6M | 128,176 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 99,853 | Added |
| 3 | RED CRANE WEALTH MANAGEMENT, LLC | $4.3M | 72,367 | Added |
| 4 | Kestra Advisory Services, LLC | $3.0M | 51,517 | Trimmed |
| 5 | BIP Wealth, LLC | $2.6M | 43,671 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $2.3M | 39,409 | Added |
| 7 | Outlook Wealth Advisors, LLC | $2.0M | 34,531 | Trimmed |
| 8 | Forty-three Eighteen Advisors, LLC | $2.0M | 34,166 | Hold |
| 9 | Cambridge Advisors Inc. | $1.6M | 26,629 | Trimmed |
| 10 | CORRADO ADVISORS, LLC | $1.5M | 25,403 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 23,855 | Added |
| 12 | Diligent Investors, LLC | $1.4M | 22,870 | Added |
| 13 | AdvisorNet Financial, Inc | $1.3M | 22,526 | Added |
| 14 | BCS Wealth Management | $1.1M | 18,407 | Trimmed |
| 15 | Cornerstone Wealth, LLC/TN | $1.0M | 17,683 | Added |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.0M | 17,120 | Added |
| 17 | DHJJ Financial Advisors, Ltd. | $964,309 | 16,289 | Added |
| 18 | IFP Advisors, Inc | $942,760 | 15,925 | Added |
| 19 | Apollon Wealth Management, LLC | $806,600 | 13,625 | Trimmed |
| 20 | TrustBank | $746,749 | 12,614 | Added |
| 21 | CRA Financial Services, LLC | $736,685 | 12,444 | Hold |
| 22 | Merit Financial Group, LLC | $635,630 | 10,737 | Trimmed |
| 23 | Valtinson Bruner Financial Planning LLC | $560,210 | 9,463 | Hold |
| 24 | Sequoia Financial Advisors, LLC | $539,253 | 9,109 | Hold |
| 25 | Concurrent Investment Advisors, LLC | $528,123 | 8,921 | Hold |