| 1 | Brookstone Capital Management | $62.0M | 1.7M | Added |
| 2 | Talon Private Wealth, LLC | $35.8M | 985,140 | Trimmed |
| 3 | HighTower Advisors, LLC | $23.8M | 655,927 | Trimmed |
| 4 | KFG WEALTH MANAGEMENT, LLC | $13.8M | 378,791 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 166,122 | Added |
| 6 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 157,913 | Added |
| 7 | Strategic Blueprint, LLC | $4.9M | 134,217 | Added |
| 8 | TRUIST FINANCIAL CORP | $4.7M | 130,626 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 125,036 | Added |
| 10 | World Investment Advisors | $4.0M | 108,822 | Hold |
| 11 | MML INVESTORS SERVICES, LLC | $3.9M | 106,369 | Added |
| 12 | OSAIC HOLDINGS, INC. | $3.9M | 106,197 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $3.5M | 95,551 | Trimmed |
| 14 | Spire Wealth Management | $2.9M | 80,088 | Added |
| 15 | CENTRAL VALLEY ADVISORS, LLC | $2.4M | 66,922 | Added |
| 16 | Kestra Advisory Services, LLC | $2.4M | 64,946 | Added |
| 17 | Stratos Wealth Advisors, LLC | $2.3M | 62,922 | Trimmed |
| 18 | Trek Financial, LLC | $2.0M | 54,016 | Added |
| 19 | IHT Wealth Management, LLC | $1.8M | 49,317 | Added |
| 20 | Cetera Investment Advisers | $1.8M | 49,152 | Trimmed |
| 21 | Berger Financial Group, Inc | $1.7M | 47,570 | Trimmed |
| 22 | NewCorp Financial Services, Inc. | $1.7M | 46,987 | New |
| 23 | LPL Financial LLC | $1.4M | 38,194 | Trimmed |
| 24 | Northstar Group, Inc. | $1.3M | 36,360 | New |
| 25 | FIDUCIARY FINANCIAL GROUP, LLC | $1.1M | 29,243 | Added |