| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 185,163 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 144,206 | Trimmed |
| 3 | KFG WEALTH MANAGEMENT, LLC | $4.5M | 127,143 | Trimmed |
| 4 | Brookstone Capital Management | $3.2M | 90,465 | Trimmed |
| 5 | CENTRAL VALLEY ADVISORS, LLC | $2.8M | 80,030 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 77,733 | Added |
| 7 | Kellett Wealth Advisors, LLC | $2.6M | 75,192 | Trimmed |
| 8 | Berger Financial Group, Inc | $2.4M | 68,887 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.2M | 63,296 | Added |
| 10 | TRUIST FINANCIAL CORP | $2.0M | 56,179 | Trimmed |
| 11 | Strategic Blueprint, LLC | $1.8M | 50,258 | Added |
| 12 | Spire Wealth Management | $1.5M | 42,667 | Added |
| 13 | Kestra Advisory Services, LLC | $1.3M | 36,668 | Trimmed |
| 14 | Sonoma Allocations LLC | $938,428 | 26,694 | New |
| 15 | SteelPeak Wealth, LLC | $838,788 | 23,887 | New |
| 16 | FIDUCIARY FINANCIAL GROUP, LLC | $773,965 | 22,041 | Trimmed |
| 17 | BCS Wealth Management | $662,792 | 18,875 | Hold |
| 18 | Lantz Financial LLC | $557,096 | 15,865 | Added |
| 19 | Kovack Advisors, Inc. | $548,959 | 15,632 | New |
| 20 | Atria Investments, Inc | $494,311 | 14,077 | Added |
| 21 | AE Wealth Management LLC | $473,804 | 13,493 | Added |
| 22 | Signal Advisors Wealth, LLC | $468,923 | 13,354 | Hold |
| 23 | MILESTONE ASSET MANAGEMENT, LLC | $447,714 | 12,750 | Trimmed |
| 24 | Encompass More Asset Management | $432,544 | 12,318 | Added |
| 25 | Galvin, Gaustad & Stein, LLC | $383,185 | 10,912 | Trimmed |