| 1 | Cambridge Investment Research Advisors, Inc. | $307.7M | 2.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $108.8M | 816,728 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $100.8M | 756,258 | Added |
| 4 | Kestra Advisory Services, LLC | $78.0M | 585,644 | Trimmed |
| 5 | Parcion Private Wealth LLC | $66.6M | 499,778 | Trimmed |
| 6 | Mirae Asset Global Investments Co., Ltd. | $38.1M | 286,000 | Added |
| 7 | Next Level Private LLC | $31.2M | 234,279 | Added |
| 8 | Private Advisor Group, LLC | $29.7M | 223,243 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $25.6M | 192,461 | Added |
| 10 | TRUE Private Wealth Advisors | $25.2M | 189,260 | Added |
| 11 | OPPENHEIMER & CO INC | $24.0M | 180,118 | Added |
| 12 | Presidio Capital Management, LLC | $23.3M | 174,591 | Added |
| 13 | Gateway Wealth Partners, LLC | $21.3M | 159,922 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21.2M | 159,408 | Added |
| 15 | Pictet North America Advisors SA | $19.5M | 146,319 | Trimmed |
| 16 | CITIGROUP INC | $18.5M | 138,497 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $18.0M | 134,943 | Added |
| 18 | Parkside Investments, LLC | $15.8M | 118,742 | Trimmed |
| 19 | PRECEDENT WEALTH PARTNERS, LLC | $14.8M | 111,326 | Added |
| 20 | HBW ADVISORY SERVICES LLC | $14.7M | 110,606 | Added |
| 21 | Riggs Asset Managment Co. Inc. | $14.4M | 108,427 | Trimmed |
| 22 | Prospera Financial Services Inc | $13.9M | 103,952 | Added |
| 23 | FOURPATH CAPITAL MANAGEMENT, LLC | $13.3M | 100,089 | Added |
| 24 | Crumly & Associates Inc. | $13.3M | 99,934 | Added |
| 25 | RIA Advisory Group LLC | $12.7M | 95,263 | New |