| 1 | HANTZ FINANCIAL SERVICES, INC. | $169.7M | 4.1M | Trimmed |
| 2 | BENJAMIN EDWARDS INC | $53.7M | 1.3M | Added |
| 3 | OSAIC HOLDINGS, INC. | $20.0M | 484,602 | Trimmed |
| 4 | JANE STREET GROUP, LLC | $16.1M | 390,073 | Added |
| 5 | Nvest Wealth Strategies, Inc. | $12.9M | 313,279 | Added |
| 6 | SCOTIA CAPITAL INC. | $12.4M | 301,440 | Trimmed |
| 7 | Security National Bank | $9.3M | 226,310 | Added |
| 8 | Balance Wealth, LLC | $7.5M | 181,875 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $6.8M | 163,960 | Added |
| 10 | Brooklyn Investment Group | $6.4M | 155,337 | Added |
| 11 | EVOLVE PRIVATE WEALTH, LLC | $6.0M | 145,894 | Trimmed |
| 12 | LPL Financial LLC | $5.7M | 137,087 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 101,422 | Added |
| 14 | Horizon Family Wealth, Inc. | $4.1M | 99,082 | Added |
| 15 | Avior Wealth Management, LLC | $4.0M | 97,670 | Added |
| 16 | Fjell Capital, LLC | $3.4M | 82,298 | Added |
| 17 | Madison Asset Management, LLC | $3.3M | 78,861 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 78,309 | Added |
| 19 | Rockefeller Capital Management L.P. | $2.7M | 66,530 | Added |
| 20 | Integrated Wealth Concepts LLC | $2.5M | 61,324 | New |
| 21 | Ironsides Asset Advisors, LLC | $2.5M | 60,677 | New |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 43,697 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 35,476 | Added |
| 24 | Sanctuary Advisors, LLC | $1.3M | 31,554 | Added |
| 25 | TRUIST FINANCIAL CORP | $1.2M | 29,911 | Added |