| 1 | CARY STREET PARTNERS FINANCIAL LLC | $11.7M | 356,743 | Added |
| 2 | CASTLE WEALTH MANAGEMENT LLC | $9.3M | 284,265 | Added |
| 3 | WealthPlan Investment Management, LLC | $7.9M | 242,352 | Trimmed |
| 4 | Solutions 4 Wealth, Ltd | $7.9M | 240,518 | Added |
| 5 | Compass Financial Services Inc | $5.7M | 175,132 | Added |
| 6 | CENTRAL TRUST Co | $5.7M | 174,550 | Added |
| 7 | Kestra Advisory Services, LLC | $5.2M | 157,334 | Added |
| 8 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.1M | 95,620 | Added |
| 9 | TRUST POINT INC. | $2.8M | 85,822 | Trimmed |
| 10 | RESOLUTE CAPITAL, LLC | $2.1M | 64,023 | Added |
| 11 | Avestar Capital, LLC | $2.1M | 63,764 | Added |
| 12 | NBC SECURITIES, INC. | $2.1M | 63,321 | Added |
| 13 | PFG Investments, LLC | $1.8M | 55,442 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 33,982 | Trimmed |
| 15 | Prosperity Financial Group, Inc. | $999,183 | 30,472 | Added |
| 16 | WealthPLAN Partners, LLC | $804,796 | 24,544 | Added |
| 17 | Private Advisor Group, LLC | $804,056 | 24,521 | Added |
| 18 | Kovack Advisors, Inc. | $645,733 | 19,669 | Trimmed |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $641,749 | 19,536 | Trimmed |
| 20 | Avory & Company, LLC | $500,605 | 15,267 | Added |
| 21 | Tactive Advisors, LLC | $407,660 | 12,432 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $385,140 | 11,746 | Trimmed |
| 23 | Apollon Wealth Management, LLC | $367,937 | 11,221 | Hold |
| 24 | Merit Financial Group, LLC | $341,114 | 10,403 | Hold |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $240,285 | 7,328 | Added |