| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $19.4M | 703,351 | Trimmed |
| 2 | Pachira Investments Inc. | $6.9M | 248,097 | Added |
| 3 | KFG WEALTH MANAGEMENT, LLC | $1.9M | 70,501 | Trimmed |
| 4 | Brookstone Capital Management | $1.6M | 58,804 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 53,910 | Added |
| 6 | Strategic Blueprint, LLC | $1.2M | 45,166 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.2M | 42,914 | Added |
| 8 | WealthPLAN Partners, LLC | $1.1M | 39,889 | Hold |
| 9 | Cypress Wealth Services, LLC | $1.1M | 38,956 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $1.1M | 38,701 | Trimmed |
| 11 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.0M | 37,971 | Trimmed |
| 12 | CANANDAIGUA NATIONAL BANK & TRUST CO | $913,944 | 33,100 | Hold |
| 13 | Lineweaver Wealth Advisors, LLC | $898,564 | 32,543 | Trimmed |
| 14 | FC Advisory LLC | $722,458 | 26,165 | Hold |
| 15 | CENTRAL VALLEY ADVISORS, LLC | $684,492 | 24,790 | Trimmed |
| 16 | Sovran Advisors, LLC | $643,969 | 23,236 | Hold |
| 17 | Chris Bulman Inc | $560,902 | 20,314 | Trimmed |
| 18 | Southland Equity Partners LLC | $547,621 | 19,833 | Hold |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $524,538 | 18,997 | Added |
| 20 | Ashton Thomas Private Wealth, LLC | $456,199 | 16,522 | Trimmed |
| 21 | MTM FINANCIAL GROUP, LLC | $356,521 | 12,912 | New |
| 22 | TRUIST FINANCIAL CORP | $342,660 | 12,410 | Trimmed |
| 23 | First Heartland Consultants, Inc. | $323,663 | 11,722 | Added |
| 24 | Integrity Advisory Solutions, LLC | $289,204 | 10,474 | Trimmed |
| 25 | BridgePort Financial Solutions, LLC | $284,758 | 10,313 | Trimmed |