| 1 | Berger Financial Group, Inc | $6.5M | 175,588 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.8M | 154,608 | Added |
| 3 | Trek Financial, LLC | $5.6M | 150,081 | Trimmed |
| 4 | SeaCrest Wealth Management, LLC | $3.6M | 96,537 | Trimmed |
| 5 | KFG WEALTH MANAGEMENT, LLC | $3.0M | 79,389 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 60,697 | New |
| 7 | Kestra Advisory Services, LLC | $2.1M | 55,805 | Trimmed |
| 8 | CENTRAL VALLEY ADVISORS, LLC | $2.0M | 54,057 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 51,450 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $1.6M | 42,078 | Trimmed |
| 11 | Castle Rock Wealth Management, LLC | $1.5M | 40,094 | Hold |
| 12 | Spire Wealth Management | $1.5M | 39,785 | Trimmed |
| 13 | LPL Financial LLC | $1.2M | 31,593 | Hold |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 28,750 | Added |
| 15 | IMG Wealth Management, Inc. | $1.0M | 28,137 | Trimmed |
| 16 | Wood Tarver Financial Group, LLC | $956,000 | 25,684 | Hold |
| 17 | AssuredPartners Investment Advisors, LLC | $950,972 | 25,356 | Trimmed |
| 18 | Beacon Pointe Advisors, LLC | $938,587 | 25,204 | Trimmed |
| 19 | Brookstone Capital Management | $893,006 | 23,980 | Trimmed |
| 20 | Foundations Investment Advisors, LLC | $855,952 | 22,985 | Added |
| 21 | TRUIST FINANCIAL CORP | $841,540 | 22,598 | Trimmed |
| 22 | Cetera Investment Advisers | $744,718 | 19,998 | Trimmed |
| 23 | Garden State Investment Advisory Services LLC | $641,825 | 17,235 | Hold |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $558,907 | 14,941 | Trimmed |
| 25 | JPMORGAN CHASE & CO | $539,111 | 14,687 | Trimmed |