| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 68,726 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $11.7M | 58,620 | Added |
| 3 | TRUIST FINANCIAL CORP | $9.7M | 48,475 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $6.3M | 31,515 | Added |
| 5 | Cornerstone Wealth Management, LLC | $6.2M | 31,136 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 30,485 | Added |
| 7 | RPg Family Wealth Advisory, LLC | $6.1M | 30,273 | Trimmed |
| 8 | Wealth Management Partners, LLC | $5.0M | 24,951 | Added |
| 9 | WEDBUSH SECURITIES INC | $4.8M | 24,070 | Trimmed |
| 10 | MGO ONE SEVEN LLC | $2.8M | 14,021 | Added |
| 11 | Private Advisor Group, LLC | $2.7M | 13,730 | Trimmed |
| 12 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $2.7M | 13,577 | Trimmed |
| 13 | J.W. COLE ADVISORS, INC. | $2.7M | 13,534 | Added |
| 14 | Stonebridge Financial Group, LLC / MO | $2.2M | 10,878 | Added |
| 15 | Stonebridge Financial Planning Group, LLC | $2.1M | 10,378 | Trimmed |
| 16 | 626 Financial, LLC | $1.9M | 9,464 | Hold |
| 17 | Fifth Third Securities, Inc. | $1.9M | 9,273 | Trimmed |
| 18 | Certified Advisory Corp | $1.3M | 6,704 | Added |
| 19 | Nova Wealth Management, Inc. | $1.3M | 6,503 | Trimmed |
| 20 | WILLNER & HELLER, LLC | $1.3M | 6,502 | Trimmed |
| 21 | TrueWealth Advisors, LLC | $1.2M | 5,805 | Added |
| 22 | Merit Financial Group, LLC | $1.2M | 5,789 | Added |
| 23 | IFP Advisors, Inc | $1.1M | 5,302 | Trimmed |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $981,849 | 4,910 | Trimmed |
| 25 | Apeiron RIA LLC | $957,532 | 4,788 | Trimmed |