| 1 | Cambridge Investment Research Advisors, Inc. | $142.0M | 1.6M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $103.7M | 1.2M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $70.9M | 789,156 | Added |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $60.6M | 674,848 | New |
| 5 | CITIGROUP INC | $44.0M | 489,978 | Added |
| 6 | Private Advisor Group, LLC | $42.5M | 472,791 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $38.2M | 424,814 | Added |
| 8 | Rockport Wealth LLC | $31.6M | 351,463 | Trimmed |
| 9 | PINNACLE ASSOCIATES LTD | $30.6M | 341,020 | Added |
| 10 | TRUIST FINANCIAL CORP | $27.5M | 305,589 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $21.3M | 237,312 | Added |
| 12 | Marks Wealth, LLC | $20.1M | 223,913 | New |
| 13 | Procyon Advisors, LLC | $19.9M | 221,110 | Added |
| 14 | MGO ONE SEVEN LLC | $18.0M | 199,990 | Added |
| 15 | American Financial Advisors, LLC | $17.8M | 198,104 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $15.0M | 166,788 | Added |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $14.3M | 159,417 | Trimmed |
| 18 | APPLETON PARTNERS INC/MA | $13.9M | 154,397 | Trimmed |
| 19 | Ashton Thomas Private Wealth, LLC | $13.7M | 152,188 | Trimmed |
| 20 | Key Client Fiduciary Advisors, LLC | $13.2M | 146,871 | Trimmed |
| 21 | Merit Financial Group, LLC | $12.5M | 138,670 | Added |
| 22 | Prospera Financial Services Inc | $12.1M | 135,021 | Added |
| 23 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.2M | 124,520 | Added |
| 24 | Kiker Wealth Management, LLC | $11.1M | 123,750 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 116,333 | Added |