| 1 | Tradition Wealth Management, LLC | $9.2M | 274,271 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.8M | 175,304 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 149,711 | Trimmed |
| 4 | CWM, LLC | $4.9M | 146,100 | Added |
| 5 | KFG WEALTH MANAGEMENT, LLC | $4.3M | 127,465 | Trimmed |
| 6 | Brookstone Capital Management | $3.4M | 100,819 | Added |
| 7 | AssuredPartners Investment Advisors, LLC | $3.3M | 98,291 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $2.8M | 84,967 | Trimmed |
| 9 | CENTRAL VALLEY ADVISORS, LLC | $2.7M | 80,544 | Added |
| 10 | Kellett Wealth Advisors, LLC | $2.6M | 77,377 | Trimmed |
| 11 | Berger Financial Group, Inc | $2.5M | 75,546 | Trimmed |
| 12 | Orion Porfolio Solutions, LLC | $2.3M | 69,329 | Added |
| 13 | TRUIST FINANCIAL CORP | $1.9M | 56,283 | Trimmed |
| 14 | Foundations Investment Advisors, LLC | $1.9M | 56,055 | Added |
| 15 | Kestra Advisory Services, LLC | $1.7M | 51,929 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 49,945 | Trimmed |
| 17 | Strategic Blueprint, LLC | $1.7M | 49,735 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.5M | 43,972 | Trimmed |
| 19 | IMG Wealth Management, Inc. | $1.3M | 39,054 | Added |
| 20 | Cetera Investment Advisers | $1.2M | 34,880 | Trimmed |
| 21 | Advisory Services Network, LLC | $1.1M | 34,461 | Added |
| 22 | Spire Wealth Management | $1.1M | 31,916 | Trimmed |
| 23 | LPL Financial LLC | $1.0M | 30,068 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $953,000 | 28,552 | Trimmed |
| 25 | Triad Wealth Partners, LLC | $947,675 | 28,399 | Added |