| 1 | Archer Investment Corp | $6.8M | 248,218 | Trimmed |
| 2 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.9M | 142,234 | Hold |
| 3 | TRUIST FINANCIAL CORP | $3.7M | 134,764 | Hold |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 102,210 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $2.5M | 89,727 | Trimmed |
| 6 | Strategic Blueprint, LLC | $1.6M | 58,816 | Trimmed |
| 7 | AE Wealth Management LLC | $1.3M | 46,099 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.2M | 43,694 | Added |
| 9 | Brookstone Capital Management | $1.1M | 41,195 | Added |
| 10 | KFG WEALTH MANAGEMENT, LLC | $1.0M | 36,676 | Hold |
| 11 | Lineweaver Wealth Advisors, LLC | $938,148 | 34,071 | Hold |
| 12 | Cypress Wealth Services, LLC | $818,481 | 29,725 | Hold |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $642,145 | 23,321 | Trimmed |
| 14 | Cornerstone Wealth Group, LLC | $640,549 | 23,263 | Hold |
| 15 | Forthright Family Wealth Advisory LLC | $550,702 | 20,000 | New |
| 16 | AdvisorNet Financial, Inc | $512,786 | 18,623 | Hold |
| 17 | Concurrent Investment Advisors, LLC | $509,910 | 18,519 | Hold |
| 18 | RETIREMENT INCOME SOLUTIONS, INC | $501,143 | 18,821 | Hold |
| 19 | AXXCESS WEALTH MANAGEMENT, LLC | $472,943 | 17,176 | New |
| 20 | Pinnacle Wealth Management Group, Inc. | $451,851 | 16,410 | Trimmed |
| 21 | Integrity Advisory Solutions, LLC | $446,289 | 16,208 | Trimmed |
| 22 | FC Advisory LLC | $408,924 | 14,851 | Hold |
| 23 | EVOLUTION WEALTH MANAGEMENT INC. | $359,498 | 13,056 | Trimmed |
| 24 | First Heartland Consultants, Inc. | $305,942 | 11,111 | Hold |
| 25 | MTM FINANCIAL GROUP, LLC | $296,636 | 10,773 | New |