| 1 | ALTFEST L J & CO INC | $35.9M | 831,674 | Added |
| 2 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $25.8M | 598,332 | Added |
| 3 | WEALTHCARE CAPITAL MANAGEMENT LLC | $16.2M | 375,016 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 109,688 | Added |
| 5 | Apollon Wealth Management, LLC | $2.7M | 62,260 | Hold |
| 6 | Crew Capital Management, Ltd | $1.8M | 41,831 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 41,281 | Added |
| 8 | Wealthcare Advisory Partners LLC | $1.1M | 25,346 | Trimmed |
| 9 | Foguth Wealth Management, LLC. | $1.1M | 24,840 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $862,271 | 19,960 | Trimmed |
| 11 | Stewardship Advisors, LLC | $740,217 | 17,135 | Added |
| 12 | STAPP WEALTH MANAGEMENT, PLLC | $640,427 | 14,825 | Hold |
| 13 | J.W. COLE ADVISORS, INC. | $623,844 | 14,441 | Added |
| 14 | Global View Capital Management LLC | $618,266 | 14,312 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $502,000 | 11,600 | Added |
| 16 | DAYMARK WEALTH PARTNERS, LLC | $454,627 | 10,524 | New |
| 17 | Kovack Advisors, Inc. | $369,353 | 8,550 | New |
| 18 | Savvy Advisors, Inc. | $282,597 | 6,542 | New |
| 19 | LVW Advisors, LLC | $274,142 | 6,346 | Added |
| 20 | Valtinson Bruner Financial Planning LLC | $229,165 | 5,305 | Added |
| 21 | Royal Fund Management, LLC | $201,628 | 4,667 | New |
| 22 | EverSource Wealth Advisors, LLC | $145,927 | 3,378 | Added |
| 23 | CX Institutional | $65,000 | 1,500 | New |
| 24 | Bank of New Hampshire | $38,879 | 900 | New |
| 25 | Spire Wealth Management | $23,630 | 547 | Hold |