| 1 | Kestra Advisory Services, LLC | $7.2M | 271,124 | Trimmed |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.7M | 99,827 | Added |
| 3 | Lineweaver Wealth Advisors, LLC | $2.3M | 87,756 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.3M | 84,788 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 79,665 | Added |
| 6 | Sonoma Allocations LLC | $1.4M | 54,082 | New |
| 7 | Farther Finance Advisors, LLC | $1.4M | 53,940 | Added |
| 8 | Brookstone Capital Management | $1.4M | 53,293 | Added |
| 9 | KFG WEALTH MANAGEMENT, LLC | $1.3M | 50,027 | Added |
| 10 | Kovack Advisors, Inc. | $1.3M | 49,628 | Added |
| 11 | TRUIST FINANCIAL CORP | $1.1M | 42,813 | Added |
| 12 | Family Legacy Financial Solutions, LLC | $949,716 | 35,650 | Trimmed |
| 13 | Cypress Wealth Services, LLC | $739,020 | 27,741 | Hold |
| 14 | CENTRAL VALLEY ADVISORS, LLC | $702,575 | 26,373 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $525,714 | 19,734 | Added |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $398,215 | 14,948 | Added |
| 17 | KINGSWOOD WEALTH ADVISORS, LLC | $373,173 | 14,008 | Trimmed |
| 18 | Archer Investment Corp | $363,716 | 13,653 | New |
| 19 | Ashton Thomas Private Wealth, LLC | $309,504 | 11,618 | Added |
| 20 | KELLY FINANCIAL GROUP LLC | $303,696 | 11,400 | New |
| 21 | Chris Bulman Inc | $295,011 | 11,074 | New |
| 22 | Concurrent Investment Advisors, LLC | $288,671 | 10,836 | New |
| 23 | Marshall Financial Group, LLC | $285,314 | 10,710 | Hold |
| 24 | WEALTHGARDEN F.S. LLC | $261,608 | 9,820 | New |
| 25 | Lantz Financial LLC | $203,796 | 7,650 | New |