| 1 | Berkshire Money Management, Inc. | $27.0M | 608,729 | Added |
| 2 | Brookstone Capital Management | $22.3M | 503,746 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $16.8M | 379,841 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $15.5M | 350,340 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 255,479 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $5.5M | 124,100 | Added |
| 7 | TRUIST FINANCIAL CORP | $5.4M | 120,666 | Trimmed |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.2M | 117,120 | Trimmed |
| 9 | CoreCap Advisors, LLC | $5.2M | 116,283 | Trimmed |
| 10 | CRA Financial Services, LLC | $4.4M | 98,264 | Trimmed |
| 11 | Sherry Group, Inc. | $3.9M | 85,017 | Trimmed |
| 12 | Cassady Wealth & Retirement Planning, LLC | $3.5M | 79,786 | Trimmed |
| 13 | Comprehensive Financial Consultants Institutional, Inc. | $3.4M | 76,449 | Trimmed |
| 14 | Buska Wealth Management, LLC | $3.2M | 71,337 | Trimmed |
| 15 | KFG WEALTH MANAGEMENT, LLC | $2.8M | 63,759 | Trimmed |
| 16 | ATTICUS WEALTH MANAGEMENT, LLC | $2.4M | 54,628 | Trimmed |
| 17 | Merit Financial Group, LLC | $2.3M | 51,564 | Trimmed |
| 18 | MTM FINANCIAL GROUP, LLC | $2.3M | 51,454 | New |
| 19 | Southland Equity Partners LLC | $2.1M | 48,434 | Trimmed |
| 20 | Apollon Wealth Management, LLC | $2.1M | 47,008 | Trimmed |
| 21 | IFP Advisors, Inc | $2.1M | 46,911 | Trimmed |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 68,355 | Trimmed |
| 23 | Diligent Investors, LLC | $1.9M | 43,682 | Trimmed |
| 24 | Cape Investment Advisory, Inc. | $1.8M | 41,700 | Hold |
| 25 | BCS Wealth Management | $1.7M | 37,493 | Added |