| 1 | Kestra Advisory Services, LLC | $7.2M | 276,236 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 70,316 | Trimmed |
| 3 | Lineweaver Wealth Advisors, LLC | $1.8M | 67,244 | Hold |
| 4 | Brookstone Capital Management | $1.4M | 52,309 | Trimmed |
| 5 | Advisory Services Network, LLC | $1.3M | 51,653 | Added |
| 6 | KFG WEALTH MANAGEMENT, LLC | $1.3M | 49,014 | Hold |
| 7 | Kovack Advisors, Inc. | $1.1M | 41,594 | Trimmed |
| 8 | World Investment Advisors | $998,848 | 38,270 | Added |
| 9 | Family Legacy Financial Solutions, LLC | $961,785 | 36,850 | Trimmed |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $897,083 | 34,371 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $844,674 | 32,363 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $836,009 | 32,031 | Added |
| 13 | CreativeOne Wealth, LLC | $828,806 | 31,755 | Added |
| 14 | Cypress Wealth Services, LLC | $724,040 | 27,741 | Hold |
| 15 | CENTRAL VALLEY ADVISORS, LLC | $708,956 | 27,163 | Added |
| 16 | Cetera Investment Advisers | $670,483 | 25,689 | Added |
| 17 | Atlantic Private Wealth, LLC | $666,359 | 25,531 | Hold |
| 18 | Cambridge Investment Research Advisors, Inc. | $613,000 | 23,489 | Added |
| 19 | Wick Capital Partners, LLC | $490,419 | 18,790 | Trimmed |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $369,889 | 14,172 | Trimmed |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $352,350 | 13,500 | Hold |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $351,019 | 13,449 | Added |
| 23 | OSAIC HOLDINGS, INC. | $342,772 | 13,133 | Added |
| 24 | LPL Financial LLC | $334,419 | 12,813 | Hold |
| 25 | Triad Wealth Partners, LLC | $325,702 | 12,479 | Trimmed |