| 1 | ENVESTNET ASSET MANAGEMENT INC | $81.4M | 2.5M | Added |
| 2 | DMKC Advisory Services, LLC | $31.2M | 951,600 | Added |
| 3 | Tribridge Partners Financial LLC | $25.9M | 783,414 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $24.6M | 750,972 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.4M | 646,077 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $20.9M | 638,323 | Trimmed |
| 7 | Confluence Wealth Services, Inc. | $13.7M | 416,050 | Added |
| 8 | ST GERMAIN D J CO INC | $12.4M | 377,878 | Trimmed |
| 9 | AdvisorNet Financial, Inc | $12.1M | 367,686 | Added |
| 10 | J. Derek Lewis & Associates Inc. | $10.8M | 327,614 | Added |
| 11 | RM Financial Services, LLC | $9.3M | 283,285 | Added |
| 12 | Midwest Heritage Bank, FSB | $7.6M | 232,205 | Added |
| 13 | Apollon Wealth Management, LLC | $6.1M | 186,453 | Added |
| 14 | Kestra Advisory Services, LLC | $5.5M | 168,363 | Added |
| 15 | TRUIST FINANCIAL CORP | $4.6M | 140,440 | Added |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | $3.2M | 97,411 | Added |
| 17 | BlueChip Wealth Advisors LLC | $3.2M | 96,166 | Added |
| 18 | Private Advisor Group, LLC | $2.8M | 86,072 | Added |
| 19 | Bulwark Capital Corp | $2.8M | 83,884 | Added |
| 20 | ASSETMARK, INC | $2.5M | 75,652 | Added |
| 21 | Prospera Financial Services Inc | $2.4M | 74,634 | Added |
| 22 | Hartmann Taylor Wealth Management, LLC | $2.2M | 74,834 | Trimmed |
| 23 | Pines Wealth Management, LLC | $1.9M | 58,773 | Added |
| 24 | BENJAMIN EDWARDS INC | $1.9M | 56,875 | Added |
| 25 | Worthington Financial Partners, LLC | $1.8M | 55,696 | Added |