| 1 | Waterfront Wealth Inc. | $8.5M | 371,256 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 232,671 | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $5.1M | 229,827 | Added |
| 4 | Concurrent Investment Advisors, LLC | $3.9M | 174,224 | Added |
| 5 | SageGuard Financial Group, LLC | $3.5M | 156,760 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.4M | 153,828 | Added |
| 7 | Southland Equity Partners LLC | $2.8M | 128,083 | Added |
| 8 | YARGER WEALTH STRATEGIES, LLC | $2.4M | 105,367 | Added |
| 9 | Founders Financial Alliance, LLC | $1.8M | 80,325 | Added |
| 10 | Summit Financial Wealth Advisors, LLC | $1.1M | 47,785 | Added |
| 11 | Private Advisor Group, LLC | $791,299 | 35,644 | Trimmed |
| 12 | Z3 Capital Partners, LLC | $767,010 | 34,550 | New |
| 13 | Keystone Financial Group | $707,526 | 31,871 | Added |
| 14 | Prospera Financial Services Inc | $528,371 | 23,790 | Added |
| 15 | Bluesphere Advisors, LLC | $442,157 | 19,917 | Added |
| 16 | Cornerstone Advisory, LLC | $401,198 | 18,072 | Hold |
| 17 | IFP Advisors, Inc | $333,000 | 15,000 | Added |
| 18 | Kestra Advisory Services, LLC | $310,443 | 13,984 | Trimmed |
| 19 | Aprio Wealth Management, LLC | $292,601 | 13,180 | Trimmed |
| 20 | OPPENHEIMER & CO INC | $275,347 | 12,403 | Added |
| 21 | TRUIST FINANCIAL CORP | $260,406 | 11,730 | Hold |
| 22 | Capital Investment Advisory Services, LLC | $246,502 | 11,104 | Added |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $242,806 | 10,937 | Added |
| 24 | Essex Bank | $218,670 | 9,850 | New |
| 25 | D.A. DAVIDSON & CO. | $211,211 | 9,514 | New |