| 1 | Brookstone Capital Management | $64.3M | 1.7M | Added |
| 2 | Talon Private Wealth, LLC | $36.1M | 943,203 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 383,727 | Trimmed |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 149,978 | Added |
| 5 | CWM, LLC | $4.8M | 125,368 | Added |
| 6 | KFG WEALTH MANAGEMENT, LLC | $4.8M | 124,403 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $4.0M | 104,299 | Added |
| 8 | Advisory Services Network, LLC | $3.5M | 90,285 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $3.2M | 84,906 | Added |
| 10 | Spire Wealth Management | $3.1M | 82,198 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 75,972 | Added |
| 12 | IMG Wealth Management, Inc. | $2.5M | 65,876 | Trimmed |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $2.3M | 60,918 | Trimmed |
| 14 | Orion Porfolio Solutions, LLC | $2.3M | 59,576 | Added |
| 15 | Foundations Investment Advisors, LLC | $2.1M | 56,222 | Added |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 55,621 | Trimmed |
| 17 | LPL Financial LLC | $2.1M | 53,840 | Trimmed |
| 18 | Creative Planning | $1.9M | 49,328 | New |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.9M | 48,824 | Trimmed |
| 20 | Cetera Investment Advisers | $1.8M | 46,740 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $1.7M | 43,624 | Trimmed |
| 22 | Wood Tarver Financial Group, LLC | $1.6M | 40,576 | Trimmed |
| 23 | Sonoma Allocations LLC | $1.5M | 38,374 | Trimmed |
| 24 | Bedel Financial Consulting, Inc. | $1.4M | 36,171 | Hold |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 35,264 | Added |