| 1 | Broussard Financial Group LLC | $16.9M | 401,796 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 153,873 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 149,147 | Trimmed |
| 4 | MBL Wealth, LLC | $5.4M | 127,626 | Added |
| 5 | Brookstone Capital Management | $4.9M | 116,061 | Trimmed |
| 6 | KFG WEALTH MANAGEMENT, LLC | $4.1M | 98,177 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 73,269 | Trimmed |
| 8 | Archer Investment Corp | $2.8M | 65,908 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.8M | 65,890 | Added |
| 10 | FIDUCIARY FINANCIAL GROUP, LLC | $2.5M | 58,579 | Hold |
| 11 | Kestra Advisory Services, LLC | $2.2M | 52,534 | Trimmed |
| 12 | CENTRAL VALLEY ADVISORS, LLC | $2.1M | 49,933 | Trimmed |
| 13 | Berger Financial Group, Inc | $1.8M | 43,839 | Trimmed |
| 14 | Spire Wealth Management | $1.5M | 35,059 | Trimmed |
| 15 | Strategic Blueprint, LLC | $1.0M | 24,163 | Trimmed |
| 16 | MILESTONE ASSET MANAGEMENT, LLC | $965,762 | 22,948 | Trimmed |
| 17 | SteelPeak Wealth, LLC | $841,612 | 19,998 | New |
| 18 | Impact Partnership Wealth, LLC | $821,622 | 19,523 | Hold |
| 19 | CRA Financial Services, LLC | $780,883 | 18,555 | Hold |
| 20 | TRUIST FINANCIAL CORP | $773,477 | 18,379 | Trimmed |
| 21 | Onyx Bridge Wealth Group LLC | $575,720 | 13,680 | Trimmed |
| 22 | Chicago Partners Investment Group LLC | $476,071 | 11,272 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $457,251 | 10,865 | Trimmed |
| 24 | Lakeridge Wealth Management LLC | $451,402 | 10,726 | Hold |
| 25 | Lantz Financial LLC | $443,279 | 10,533 | Trimmed |