| 1 | ATLANTIC FAMILY WEALTH, LLC | $28.6M | 384,423 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $27.6M | 370,912 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 146,219 | Trimmed |
| 4 | Garrett Wealth Advisory Group, LLC | $8.0M | 107,636 | Trimmed |
| 5 | Private Advisor Group, LLC | $5.5M | 73,767 | Trimmed |
| 6 | Strategic Blueprint, LLC | $4.6M | 62,092 | Added |
| 7 | TRUIST FINANCIAL CORP | $2.8M | 37,449 | Added |
| 8 | PFG Advisors | $2.6M | 34,847 | Added |
| 9 | MATHER GROUP, LLC. | $2.5M | 34,026 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 30,174 | Trimmed |
| 11 | Keystone Financial Group | $2.0M | 27,276 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 21,425 | Added |
| 13 | Caprock Group, LLC | $1.5M | 20,043 | Hold |
| 14 | Kestra Advisory Services, LLC | $1.5M | 19,591 | Trimmed |
| 15 | J.W. COLE ADVISORS, INC. | $1.1M | 14,960 | Trimmed |
| 16 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.1M | 14,397 | Hold |
| 17 | MONEY CONCEPTS CAPITAL CORP | $917,273 | 12,334 | Trimmed |
| 18 | Axis Wealth Partners, LLC | $761,685 | 10,242 | Trimmed |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $672,107 | 9,037 | Trimmed |
| 20 | Smith Thornton Advisors LLC | $623,083 | 8,186 | Trimmed |
| 21 | KPP Advisory Services LLC | $619,803 | 8,334 | Trimmed |
| 22 | Patriot Financial Group Insurance Agency, LLC | $527,632 | 7,095 | Trimmed |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $503,053 | 6,764 | Added |
| 24 | CoreCap Advisors, LLC | $401,228 | 5,395 | Trimmed |
| 25 | CHOREO, LLC | $391,783 | 5,268 | Hold |