| 1 | Brookstone Capital Management | $56.6M | 1.5M | Trimmed |
| 2 | HighTower Advisors, LLC | $24.4M | 631,471 | Trimmed |
| 3 | KFG WEALTH MANAGEMENT, LLC | $16.7M | 431,456 | Added |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 164,993 | Added |
| 5 | Strategic Blueprint, LLC | $5.3M | 137,909 | Added |
| 6 | TRUIST FINANCIAL CORP | $5.0M | 129,816 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 109,088 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $4.1M | 106,116 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 102,120 | Trimmed |
| 10 | World Investment Advisors | $3.9M | 108,447 | Trimmed |
| 11 | MML INVESTORS SERVICES, LLC | $3.2M | 83,866 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $3.1M | 80,951 | Trimmed |
| 13 | Spire Wealth Management | $3.1M | 79,813 | Trimmed |
| 14 | CENTRAL VALLEY ADVISORS, LLC | $2.5M | 64,206 | Trimmed |
| 15 | Stratos Wealth Advisors, LLC | $2.3M | 59,543 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 54,275 | Added |
| 17 | Trek Financial, LLC | $1.9M | 49,916 | Trimmed |
| 18 | LPL Financial LLC | $1.9M | 48,344 | Added |
| 19 | NewCorp Financial Services, Inc. | $1.8M | 46,554 | Trimmed |
| 20 | Cetera Investment Advisers | $1.8M | 45,773 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $1.6M | 42,518 | Trimmed |
| 22 | Berger Financial Group, Inc | $1.6M | 41,919 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $1.4M | 36,891 | New |
| 24 | Northstar Group, Inc. | $1.4M | 35,010 | Trimmed |
| 25 | TOUNJIAN ADVISORY PARTNERS, LLC | $1.3M | 34,677 | New |