| 1 | ENVESTNET ASSET MANAGEMENT INC | $83.1M | 3.2M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $17.3M | 656,638 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 414,001 | Added |
| 4 | TRUIST FINANCIAL CORP | $10.9M | 413,859 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $9.5M | 360,657 | Added |
| 6 | J.W. COLE ADVISORS, INC. | $5.5M | 209,316 | New |
| 7 | INTEGRATED WEALTHCARE, LLC | $5.3M | 199,147 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 194,857 | Trimmed |
| 9 | PRINCIPAL SECURITIES, INC. | $5.1M | 194,070 | Added |
| 10 | INTEGRITY ALLIANCE, LLC. | $5.0M | 189,139 | New |
| 11 | Hartmann Taylor Wealth Management, LLC | $4.1M | 155,916 | Hold |
| 12 | Apella Capital, LLC | $4.0M | 152,619 | Added |
| 13 | BENJAMIN EDWARDS INC | $4.0M | 150,522 | Added |
| 14 | Prospera Financial Services Inc | $3.7M | 141,078 | Added |
| 15 | ASSETMARK, INC | $3.6M | 137,612 | Added |
| 16 | Total Clarity Wealth Management, Inc. | $3.6M | 134,940 | Trimmed |
| 17 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $3.0M | 115,067 | Added |
| 18 | Tribridge Partners Financial LLC | $2.2M | 84,571 | Added |
| 19 | Private Advisor Group, LLC | $2.1M | 80,859 | Trimmed |
| 20 | COTTONWOOD CAPITAL ADVISORS, LLC | $2.0M | 77,177 | Added |
| 21 | PETREDIS INVESTMENT ADVISORS LLC | $2.0M | 76,570 | Added |
| 22 | MBM WEALTH CONSULTANTS, LLC | $1.9M | 73,473 | New |
| 23 | PUREfi Wealth, LLC | $1.8M | 68,308 | Added |
| 24 | Bison Wealth, LLC | $1.7M | 64,823 | Added |
| 25 | Envestnet Portfolio Solutions, Inc. | $1.6M | 59,910 | Added |