| 1 | Brookstone Capital Management | $56.6M | 1.5M | Trimmed |
| 2 | KFG WEALTH MANAGEMENT, LLC | $16.7M | 431,456 | Added |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 164,993 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.3M | 161,902 | Added |
| 5 | Strategic Blueprint, LLC | $5.3M | 137,909 | Added |
| 6 | TRUIST FINANCIAL CORP | $5.0M | 129,816 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 109,088 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 102,120 | Trimmed |
| 9 | Spire Wealth Management | $3.1M | 79,813 | Trimmed |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $2.5M | 64,206 | Trimmed |
| 11 | NewCorp Financial Services, Inc. | $1.8M | 46,554 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $1.6M | 42,518 | Trimmed |
| 13 | Berger Financial Group, Inc | $1.6M | 41,919 | Trimmed |
| 14 | Northstar Group, Inc. | $1.4M | 35,010 | Trimmed |
| 15 | FIDUCIARY FINANCIAL GROUP, LLC | $1.1M | 29,243 | Hold |
| 16 | Lantz Financial LLC | $1.0M | 26,454 | Trimmed |
| 17 | FOUNDERS FINANCIAL SECURITIES LLC | $1.0M | 25,983 | Trimmed |
| 18 | Integrity Advisory Solutions, LLC | $903,560 | 23,378 | Trimmed |
| 19 | Comprehensive Financial Consultants Institutional, Inc. | $895,675 | 23,174 | Trimmed |
| 20 | SteelPeak Wealth, LLC | $840,445 | 21,745 | New |
| 21 | AdvisorNet Financial, Inc | $795,031 | 20,570 | Hold |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $787,320 | 20,250 | Hold |
| 23 | Cornerstone Wealth Group, LLC | $721,286 | 18,662 | Trimmed |
| 24 | Castle Rock Wealth Management, LLC | $446,087 | 11,547 | Hold |
| 25 | Sonoma Allocations LLC | $425,590 | 11,000 | Trimmed |