| 1 | Brookstone Capital Management | $59.5M | 1.3M | Trimmed |
| 2 | Sonoma Allocations LLC | $17.6M | 387,022 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 189,692 | Added |
| 4 | Campbell Deegan Wealth Management, LLC | $8.1M | 178,393 | Added |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.8M | 149,999 | Added |
| 6 | Strategic Blueprint, LLC | $5.0M | 109,528 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $4.0M | 88,958 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.9M | 84,908 | Added |
| 9 | Berkshire Money Management, Inc. | $3.6M | 79,793 | Hold |
| 10 | Spire Wealth Management | $3.5M | 76,520 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 74,182 | Trimmed |
| 12 | Lantz Financial LLC | $2.5M | 54,822 | Trimmed |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $2.1M | 46,071 | Trimmed |
| 14 | First Heartland Consultants, Inc. | $1.9M | 42,092 | New |
| 15 | Kestra Advisory Services, LLC | $1.6M | 36,392 | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 27,331 | Trimmed |
| 17 | PFG Advisors | $1.2M | 27,363 | Added |
| 18 | BXM Wealth LLC | $1.2M | 27,325 | Trimmed |
| 19 | KFG WEALTH MANAGEMENT, LLC | $1.2M | 26,406 | Trimmed |
| 20 | Accurate Wealth Management, LLC | $1.1M | 25,178 | Added |
| 21 | Hiley Hunt Wealth Management | $1.1M | 24,384 | Hold |
| 22 | MBL Wealth, LLC | $962,403 | 21,230 | Trimmed |
| 23 | SteelPeak Wealth, LLC | $839,916 | 18,528 | New |
| 24 | Archer Investment Corp | $736,043 | 16,237 | Trimmed |
| 25 | Maltin Wealth Management, Inc. | $685,106 | 15,113 | Hold |