| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 159,971 | Added |
| 2 | IFP Advisors, Inc | $3.9M | 96,054 | Added |
| 3 | Brookstone Capital Management | $3.2M | 78,909 | Trimmed |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $3.2M | 78,462 | Trimmed |
| 5 | Kellett Wealth Advisors, LLC | $2.8M | 70,055 | Trimmed |
| 6 | Spire Wealth Management | $2.5M | 62,970 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 59,594 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $2.4M | 58,538 | Trimmed |
| 9 | 4J Wealth Management LLC | $2.2M | 54,614 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 45,551 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.8M | 44,468 | Added |
| 12 | KFG WEALTH MANAGEMENT, LLC | $1.7M | 42,871 | Trimmed |
| 13 | AE Wealth Management LLC | $1.7M | 42,831 | Trimmed |
| 14 | O'Connor Financial Group LLC | $1.4M | 35,907 | Trimmed |
| 15 | Castle Rock Wealth Management, LLC | $990,520 | 24,649 | Hold |
| 16 | Triumph Capital Management | $961,591 | 23,944 | Added |
| 17 | Berger Financial Group, Inc | $877,697 | 21,855 | Hold |
| 18 | ATTICUS WEALTH MANAGEMENT, LLC | $874,605 | 21,778 | Hold |
| 19 | SteelPeak Wealth, LLC | $814,164 | 20,273 | New |
| 20 | Lantz Financial LLC | $684,166 | 17,036 | Trimmed |
| 21 | Atria Investments, Inc | $677,499 | 16,870 | New |
| 22 | TRUIST FINANCIAL CORP | $566,899 | 14,116 | Trimmed |
| 23 | CWC Advisors, LLC. | $500,353 | 12,459 | Added |
| 24 | Buska Wealth Management, LLC | $420,234 | 10,464 | Trimmed |
| 25 | Cornerstone Wealth Group, LLC | $412,845 | 10,280 | Hold |