| 1 | Brookstone Capital Management | $73.3M | 1.9M | Added |
| 2 | Talon Private Wealth, LLC | $36.0M | 926,565 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 350,793 | Trimmed |
| 4 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $8.8M | 225,553 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.4M | 216,664 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 216,595 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $7.9M | 203,630 | Added |
| 8 | Foundations Investment Advisors, LLC | $6.1M | 156,839 | Trimmed |
| 9 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.8M | 149,099 | Added |
| 10 | Sovran Advisors, LLC | $5.7M | 139,430 | Added |
| 11 | Kestra Advisory Services, LLC | $5.2M | 133,655 | Trimmed |
| 12 | KFG WEALTH MANAGEMENT, LLC | $3.9M | 101,177 | Added |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $3.5M | 91,348 | Trimmed |
| 14 | Trek Financial, LLC | $3.5M | 90,890 | Trimmed |
| 15 | Berger Financial Group, Inc | $3.4M | 88,385 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $3.2M | 82,156 | Trimmed |
| 17 | MILESTONE ASSET MANAGEMENT, LLC | $2.9M | 75,699 | Trimmed |
| 18 | MBL Wealth, LLC | $2.8M | 71,598 | Added |
| 19 | Spire Wealth Management | $2.6M | 66,150 | Trimmed |
| 20 | Cetera Investment Advisers | $2.5M | 65,341 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $2.3M | 58,363 | Trimmed |
| 22 | WealthPlan Investment Management, LLC | $2.0M | 52,061 | Trimmed |
| 23 | IMG Wealth Management, Inc. | $2.0M | 51,275 | Trimmed |
| 24 | HighTower Advisors, LLC | $1.8M | 47,522 | Trimmed |
| 25 | LPL Financial LLC | $1.8M | 46,116 | Trimmed |