| 1 | Brookstone Capital Management | $59.5M | 1.3M | Trimmed |
| 2 | Sonoma Allocations LLC | $17.6M | 387,022 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 189,692 | Added |
| 4 | Campbell Deegan Wealth Management, LLC | $8.1M | 178,393 | Added |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.8M | 149,999 | Added |
| 6 | OSAIC HOLDINGS, INC. | $5.6M | 122,785 | Added |
| 7 | Strategic Blueprint, LLC | $5.0M | 109,528 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $4.0M | 88,958 | Trimmed |
| 9 | Cetera Investment Advisers | $3.8M | 83,364 | Trimmed |
| 10 | Clearstead Advisors, LLC | $3.6M | 79,931 | Added |
| 11 | Berkshire Money Management, Inc. | $3.6M | 79,793 | Hold |
| 12 | Spire Wealth Management | $3.5M | 76,520 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 74,182 | Trimmed |
| 14 | LPL Financial LLC | $3.1M | 68,612 | Added |
| 15 | Orion Porfolio Solutions, LLC | $2.7M | 59,237 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $2.5M | 55,754 | Trimmed |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 55,345 | Added |
| 18 | Lantz Financial LLC | $2.5M | 54,822 | Trimmed |
| 19 | Foundations Investment Advisors, LLC | $2.4M | 52,128 | Added |
| 20 | IMG Wealth Management, Inc. | $2.3M | 50,186 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $2.2M | 48,767 | Added |
| 22 | CENTRAL VALLEY ADVISORS, LLC | $2.1M | 46,071 | Trimmed |
| 23 | Allworth Financial LP | $2.0M | 43,186 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.9M | 42,454 | Trimmed |
| 25 | First Heartland Consultants, Inc. | $1.9M | 42,092 | New |