| 1 | Cambridge Investment Research Advisors, Inc. | $81.7M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $67.5M | 1.7M | Trimmed |
| 3 | Kestra Advisory Services, LLC | $26.8M | 668,597 | Added |
| 4 | TRUIST FINANCIAL CORP | $20.4M | 508,853 | Added |
| 5 | Heck Capital Advisors, LLC | $19.1M | 474,716 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 437,649 | Trimmed |
| 7 | RVW Wealth, LLC | $15.5M | 385,836 | Added |
| 8 | Plan Group Financial, LLC | $13.0M | 325,050 | Added |
| 9 | Sylvest Advisors, LLC | $12.3M | 306,096 | Trimmed |
| 10 | HBW ADVISORY SERVICES LLC | $10.2M | 254,073 | Added |
| 11 | Z3 Capital Partners, LLC | $10.1M | 251,710 | Trimmed |
| 12 | Team Financial Group, LLC | $9.2M | 229,660 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0M | 229,378 | Added |
| 14 | Cornerstone Wealth Management, LLC | $9.0M | 222,996 | Trimmed |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $7.7M | 192,829 | Added |
| 16 | Laurel Wealth Planning LLC | $6.7M | 167,019 | Trimmed |
| 17 | Guilbault Capital LLC | $5.8M | 144,360 | Trimmed |
| 18 | ATLANTIC FAMILY WEALTH, LLC | $5.7M | 140,972 | Added |
| 19 | Tandem Investment Partners LLC | $5.1M | 127,475 | Added |
| 20 | EverSource Wealth Advisors, LLC | $5.0M | 124,070 | Added |
| 21 | ARQ WEALTH ADVISORS, LLC | $4.8M | 126,084 | Added |
| 22 | PRINCIPAL SECURITIES, INC. | $4.8M | 118,634 | Trimmed |
| 23 | PCG Wealth Advisors, LLC | $3.8M | 94,014 | Added |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.4M | 85,700 | Trimmed |
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.3M | 81,932 | Added |