| 1 | Cooper Capital Advisors LLC | $10.4M | 165,907 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 96,781 | Added |
| 3 | Client First Investment Management LLC | $2.3M | 35,965 | New |
| 4 | National Wealth Management Group, LLC | $2.2M | 34,547 | New |
| 5 | WealthBridge Capital Management, LLC | $1.7M | 26,441 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $1.7M | 26,328 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.1M | 17,500 | New |
| 8 | Fountainhead AM, LLC | $978,697 | 15,567 | New |
| 9 | D.A. DAVIDSON & CO. | $893,634 | 14,214 | Added |
| 10 | APS Management Group, Inc. | $651,459 | 10,362 | New |
| 11 | Plan Group Financial, LLC | $597,265 | 9,500 | New |
| 12 | GEM Asset Management, LLC | $428,716 | 6,819 | Hold |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $407,146 | 6,476 | Hold |
| 14 | Kovack Advisors, Inc. | $399,854 | 6,360 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $388,580 | 6,181 | Added |
| 16 | Alteri Wealth LLC | $311,772 | 4,959 | New |
| 17 | WILLNER & HELLER, LLC | $293,100 | 4,662 | Added |
| 18 | Worth Asset Management, LLC | $262,168 | 4,170 | Hold |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $249,550 | 3,969 | New |
| 20 | MATHER GROUP, LLC. | $50,296 | 800 | Hold |
| 21 | AE Wealth Management LLC | $49,418 | 786 | New |
| 22 | Farther Finance Advisors, LLC | $49,039 | 780 | Hold |
| 23 | HHM Wealth Advisors, LLC | $30,807 | 490 | Hold |
| 24 | Cape Investment Advisory, Inc. | $12,641 | 201 | New |