| 1 | Trek Financial, LLC | $8.5M | 333,329 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 213,775 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.1M | 161,510 | Added |
| 4 | NovaPoint Capital, LLC | $4.1M | 160,889 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $3.2M | 124,706 | Added |
| 6 | TRUIST FINANCIAL CORP | $3.1M | 122,052 | Added |
| 7 | Alpine Bank Wealth Management | $2.9M | 115,000 | Added |
| 8 | Kestra Advisory Services, LLC | $2.9M | 114,787 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 109,813 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $2.7M | 107,628 | Added |
| 11 | Cetera Investment Advisers | $2.5M | 97,100 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.2M | 85,291 | Added |
| 13 | Blossom Wealth Management | $2.2M | 84,787 | New |
| 14 | Lineweaver Wealth Advisors, LLC | $1.7M | 65,311 | Added |
| 15 | Integrity Advisory Solutions, LLC | $1.7M | 65,152 | Added |
| 16 | Peak Wealth Management LLC | $1.5M | 60,330 | Hold |
| 17 | Ashton Thomas Private Wealth, LLC | $1.5M | 57,691 | Trimmed |
| 18 | CANANDAIGUA NATIONAL CORP | $1.4M | 56,842 | New |
| 19 | OSAIC HOLDINGS, INC. | $1.4M | 55,996 | Added |
| 20 | HighTower Advisors, LLC | $1.2M | 46,940 | Hold |
| 21 | Heck Capital Advisors, LLC | $1.1M | 44,700 | New |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 42,108 | Added |
| 23 | Ameritas Advisory Services, LLC | $1.1M | 41,771 | Hold |
| 24 | Kingsview Wealth Management, LLC | $999,503 | 39,366 | Hold |
| 25 | Summit Wealth Partners, LLC | $957,863 | 37,726 | New |