| 1 | Brookstone Capital Management | $33.8M | 706,660 | Added |
| 2 | Southland Equity Partners LLC | $32.2M | 673,835 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $14.4M | 301,246 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $9.4M | 197,506 | Added |
| 5 | Kestra Advisory Services, LLC | $9.2M | 193,629 | Trimmed |
| 6 | CoreCap Advisors, LLC | $7.1M | 149,462 | Added |
| 7 | TRUIST FINANCIAL CORP | $6.0M | 126,283 | Trimmed |
| 8 | Cassady Wealth & Retirement Planning, LLC | $5.9M | 122,750 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 113,908 | Trimmed |
| 10 | Cornerstone Wealth, LLC/TN | $4.5M | 92,963 | Trimmed |
| 11 | Diligent Investors, LLC | $4.4M | 91,646 | Added |
| 12 | KFG WEALTH MANAGEMENT, LLC | $4.4M | 91,510 | Added |
| 13 | Hardworking Capital Advisors, LLC | $3.9M | 82,385 | Trimmed |
| 14 | MTM FINANCIAL GROUP, LLC | $3.7M | 77,628 | New |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.4M | 70,159 | Trimmed |
| 16 | CRA Financial Services, LLC | $2.9M | 60,222 | Trimmed |
| 17 | ATTICUS WEALTH MANAGEMENT, LLC | $2.8M | 59,533 | Trimmed |
| 18 | YARGER WEALTH STRATEGIES, LLC | $2.8M | 57,688 | Hold |
| 19 | BCS Wealth Management | $2.7M | 56,372 | Trimmed |
| 20 | Global Assets Advisory, LLC | $2.7M | 55,931 | Trimmed |
| 21 | Spire Wealth Management | $2.3M | 49,024 | Trimmed |
| 22 | CORRADO ADVISORS, LLC | $2.1M | 43,200 | Trimmed |
| 23 | Chris Bulman Inc | $1.7M | 36,275 | Added |
| 24 | AE Wealth Management LLC | $1.7M | 36,134 | Trimmed |
| 25 | Bright Futures Wealth Management, LLC. | $1.7M | 35,729 | Trimmed |