| 1 | Brookstone Capital Management | $55.9M | 1.3M | Added |
| 2 | Lantz Financial LLC | $8.6M | 202,575 | Trimmed |
| 3 | KFG WEALTH MANAGEMENT, LLC | $8.3M | 195,559 | Added |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 151,740 | Added |
| 5 | Caliber Wealth Management, LLC / KS | $5.9M | 138,550 | Hold |
| 6 | MGO ONE SEVEN LLC | $5.8M | 137,136 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $4.7M | 110,345 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 78,154 | Trimmed |
| 9 | CENTRAL VALLEY ADVISORS, LLC | $3.0M | 71,144 | Trimmed |
| 10 | Berger Financial Group, Inc | $2.4M | 57,494 | Trimmed |
| 11 | Kellett Wealth Advisors, LLC | $1.9M | 45,856 | Trimmed |
| 12 | WealthPlan Investment Management, LLC | $1.6M | 36,872 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 34,451 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.5M | 34,380 | Added |
| 15 | Spire Wealth Management | $1.3M | 30,959 | Trimmed |
| 16 | MBL Wealth, LLC | $1.3M | 30,365 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $1.2M | 28,831 | Added |
| 18 | Impact Partnership Wealth, LLC | $1.0M | 24,329 | Added |
| 19 | Archer Investment Corp | $1.0M | 23,747 | Trimmed |
| 20 | FIDUCIARY FINANCIAL GROUP, LLC | $962,137 | 22,775 | Hold |
| 21 | Kovack Advisors, Inc. | $893,638 | 21,151 | Trimmed |
| 22 | SteelPeak Wealth, LLC | $840,640 | 19,899 | New |
| 23 | WEDBUSH SECURITIES INC | $698,000 | 16,525 | Hold |
| 24 | RIVERCHASE WEALTH MANAGEMENT, LLC | $609,008 | 14,416 | Trimmed |
| 25 | WealthPLAN Partners, LLC | $580,704 | 13,746 | Trimmed |