| 1 | Kestra Advisory Services, LLC | $8.0M | 196,626 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.5M | 183,958 | Added |
| 3 | KFG WEALTH MANAGEMENT, LLC | $3.9M | 96,867 | Trimmed |
| 4 | Brookstone Capital Management | $3.1M | 75,085 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 65,770 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.6M | 64,286 | Added |
| 7 | CENTRAL VALLEY ADVISORS, LLC | $2.4M | 58,253 | Added |
| 8 | Berger Financial Group, Inc | $2.4M | 57,745 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 41,684 | Added |
| 10 | Chicago Partners Investment Group LLC | $1.3M | 32,647 | Hold |
| 11 | FIDUCIARY FINANCIAL GROUP, LLC | $1.2M | 30,156 | Hold |
| 12 | Accurate Wealth Management, LLC | $996,694 | 24,368 | Added |
| 13 | TRUIST FINANCIAL CORP | $983,005 | 24,111 | Hold |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $938,199 | 23,012 | Trimmed |
| 15 | SteelPeak Wealth, LLC | $840,026 | 20,604 | New |
| 16 | Spire Wealth Management | $819,001 | 20,088 | Trimmed |
| 17 | Campbell Deegan Wealth Management, LLC | $748,741 | 18,365 | New |
| 18 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $679,840 | 16,675 | Hold |
| 19 | InvesTrust | $662,838 | 16,258 | Hold |
| 20 | Strategic Blueprint, LLC | $533,883 | 13,095 | Trimmed |
| 21 | RETIREMENT GUYS FORMULA LLC | $490,708 | 12,036 | Hold |
| 22 | Atria Investments, Inc | $487,446 | 11,956 | Added |
| 23 | Bedel Financial Consulting, Inc. | $464,533 | 11,394 | Added |
| 24 | Concurrent Investment Advisors, LLC | $447,011 | 10,964 | Added |
| 25 | Encompass More Asset Management | $446,309 | 10,947 | Added |