| 1 | Brookstone Capital Management | $64.6M | 1.5M | Added |
| 2 | Talon Private Wealth, LLC | $35.9M | 845,012 | Trimmed |
| 3 | Sonoma Allocations LLC | $17.5M | 410,090 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 202,561 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 189,294 | Added |
| 6 | Campbell Deegan Wealth Management, LLC | $6.4M | 150,463 | Added |
| 7 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.0M | 142,190 | Added |
| 8 | VanWeelden Wealth Management, LLC | $5.7M | 135,247 | New |
| 9 | OSAIC HOLDINGS, INC. | $5.1M | 120,042 | Added |
| 10 | CWM, LLC | $4.9M | 114,197 | Added |
| 11 | Strategic Blueprint, LLC | $4.7M | 109,767 | Added |
| 12 | TRUIST FINANCIAL CORP | $3.8M | 89,165 | Trimmed |
| 13 | Cetera Investment Advisers | $3.8M | 89,049 | Added |
| 14 | Clearstead Advisors, LLC | $3.4M | 79,801 | Trimmed |
| 15 | Berkshire Money Management, Inc. | $3.4M | 79,793 | Hold |
| 16 | Spire Wealth Management | $3.3M | 77,062 | Added |
| 17 | LPL Financial LLC | $2.7M | 64,673 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.5M | 57,647 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $2.4M | 57,090 | Added |
| 20 | Lantz Financial LLC | $2.3M | 55,217 | Trimmed |
| 21 | BXM Wealth LLC | $2.3M | 55,195 | New |
| 22 | Orion Porfolio Solutions, LLC | $2.3M | 53,875 | Added |
| 23 | Foundations Investment Advisors, LLC | $2.1M | 50,126 | Added |
| 24 | IMG Wealth Management, Inc. | $2.1M | 49,605 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 49,143 | New |