| 1 | Brookstone Capital Management | $114.2M | 2.2M | Added |
| 2 | Avidian Wealth Enterprises, LLC | $24.3M | 477,457 | Added |
| 3 | Private Advisor Group, LLC | $21.6M | 424,912 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $20.8M | 408,746 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 277,622 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 236,860 | Trimmed |
| 7 | XML Financial, LLC | $11.8M | 232,722 | Added |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $10.0M | 196,700 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.9M | 153,301 | Added |
| 10 | Northside Capital Management, LLC | $6.8M | 132,885 | Hold |
| 11 | Fortis Group Advisors, LLC | $6.3M | 123,500 | Trimmed |
| 12 | Gilbert Capital Group, Inc. | $5.9M | 115,617 | New |
| 13 | TRUIST FINANCIAL CORP | $5.0M | 98,972 | Trimmed |
| 14 | Advocate Investing Services LLC | $4.8M | 94,662 | Added |
| 15 | LMCG INVESTMENTS, LLC | $4.7M | 92,184 | Added |
| 16 | Venture Visionary Partners LLC | $4.5M | 89,083 | Added |
| 17 | OPPENHEIMER & CO INC | $4.5M | 88,660 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $3.6M | 70,013 | Added |
| 19 | SURIENCE PRIVATE WEALTH LLC | $3.4M | 67,334 | New |
| 20 | Chris Bulman Inc | $3.4M | 67,003 | Trimmed |
| 21 | Pinnacle Wealth Management Group, Inc. | $3.1M | 61,144 | Added |
| 22 | Capital Investment Advisory Services, LLC | $3.0M | 59,247 | Trimmed |
| 23 | David Kennon Inc | $2.9M | 56,137 | Trimmed |
| 24 | Strategic Financial Concepts, LLC | $2.8M | 54,294 | New |
| 25 | Fortune Financial Group, Inc. | $2.7M | 53,802 | Trimmed |