| 1 | ENVESTNET ASSET MANAGEMENT INC | $42.8M | 430,339 | Added |
| 2 | Bell Bank | $36.0M | 362,045 | Trimmed |
| 3 | Marshall Financial Group, LLC | $35.1M | 353,625 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $34.4M | 345,930 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $33.4M | 336,542 | Added |
| 6 | One Day In July LLC | $32.7M | 329,361 | Added |
| 7 | Ashton Thomas Private Wealth, LLC | $26.1M | 262,178 | Trimmed |
| 8 | PECAUT & CO. | $25.8M | 259,692 | Added |
| 9 | SoundView Advisors Inc. | $24.4M | 245,844 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $21.1M | 212,808 | Added |
| 11 | CWA Asset Management Group, LLC | $18.4M | 184,858 | Trimmed |
| 12 | MOKAN Wealth Management Inc. | $14.5M | 145,546 | Added |
| 13 | Treasure Coast Financial Planning | $14.2M | 143,209 | Added |
| 14 | DBK Financial Counsel, LLC | $13.1M | 132,170 | Trimmed |
| 15 | Fortis Group Advisors, LLC | $10.9M | 109,475 | Added |
| 16 | Anson Capital, Inc. | $10.1M | 101,141 | Trimmed |
| 17 | NDWM LLC | $9.8M | 98,197 | Trimmed |
| 18 | Farther Finance Advisors, LLC | $7.1M | 71,451 | Trimmed |
| 19 | Private Advisor Group, LLC | $6.7M | 67,817 | Added |
| 20 | Concurrent Investment Advisors, LLC | $6.5M | 65,179 | Added |
| 21 | Procyon Advisors, LLC | $6.4M | 64,801 | Trimmed |
| 22 | Total Clarity Wealth Management, Inc. | $5.8M | 58,374 | Trimmed |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $5.3M | 53,418 | Added |
| 24 | Capstone Wealth Management Group, Inc. | $4.8M | 47,846 | New |
| 25 | Waldron Private Wealth LLC | $4.6M | 46,581 | Trimmed |