| 1 | MGO ONE SEVEN LLC | $16.0M | 274,456 | Added |
| 2 | Kestra Advisory Services, LLC | $14.5M | 248,996 | Trimmed |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.6M | 113,309 | Added |
| 4 | Private Advisor Group, LLC | $4.4M | 76,256 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 66,413 | Added |
| 6 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $2.4M | 40,932 | Trimmed |
| 7 | DAVENPORT & Co LLC | $1.8M | 31,366 | Trimmed |
| 8 | Caldwell Trust Co | $1.7M | 28,797 | Trimmed |
| 9 | Apollon Financial, LLC | $1.7M | 28,640 | Hold |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $1.5M | 26,332 | Added |
| 11 | Beaumont Financial Advisors, LLC | $1.5M | 26,285 | Trimmed |
| 12 | Sovereign Financial Group, Inc. | $1.3M | 22,087 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 19,340 | Trimmed |
| 14 | BXM Wealth LLC | $1.1M | 19,400 | Added |
| 15 | Tempo Wealth, LLC | $1.1M | 18,682 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $924,820 | 15,855 | Trimmed |
| 17 | Capital Advisors, Ltd. LLC | $909,000 | 15,586 | Trimmed |
| 18 | Park Edge Advisors, LLC | $742,198 | 12,724 | Hold |
| 19 | CITIGROUP INC | $556,410 | 9,539 | New |
| 20 | USA FINANCIAL FORMULAS | $554,135 | 9,500 | New |
| 21 | TRUIST FINANCIAL CORP | $542,804 | 9,306 | Added |
| 22 | WEDBUSH SECURITIES INC | $529,000 | 9,062 | Hold |
| 23 | Grandview Asset Management LLC | $525,292 | 9,197 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $520,000 | 8,908 | Added |
| 25 | KERR FINANCIAL PLANNING Corp | $491,084 | 8,420 | Added |