| 1 | Berger Financial Group, Inc | $25.4M | 102,351 | Trimmed |
| 2 | Nilsine Partners, LLC | $24.1M | 97,225 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $21.1M | 85,052 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.5M | 62,403 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $14.1M | 56,835 | Added |
| 6 | NewSquare Capital LLC | $12.2M | 49,037 | Added |
| 7 | D.A. DAVIDSON & CO. | $11.9M | 47,983 | Trimmed |
| 8 | TD Waterhouse Canada Inc. | $11.8M | 47,342 | Added |
| 9 | BENJAMIN EDWARDS INC | $11.4M | 46,033 | Trimmed |
| 10 | DAYMARK WEALTH PARTNERS, LLC | $7.8M | 31,616 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 28,732 | Added |
| 12 | Hartford Financial Management Inc. | $6.6M | 26,821 | Trimmed |
| 13 | Arlington Financial Advisors, LLC | $6.5M | 26,377 | Trimmed |
| 14 | ASSETMARK, INC | $6.1M | 24,440 | Trimmed |
| 15 | RPG Investment Advisory, LLC | $5.7M | 23,110 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $5.1M | 20,526 | Trimmed |
| 17 | OPPENHEIMER & CO INC | $4.8M | 19,294 | Added |
| 18 | SFI Advisors, LLC | $3.5M | 13,963 | Trimmed |
| 19 | CITIGROUP INC | $3.4M | 13,604 | Trimmed |
| 20 | IFP Advisors, Inc | $3.3M | 13,369 | Added |
| 21 | Holistic Financial Partners | $2.7M | 11,074 | Trimmed |
| 22 | JUNCTURE WEALTH STRATEGIES, LLC | $2.7M | 10,948 | Added |
| 23 | TriaGen Wealth Management LLC | $2.6M | 10,445 | Added |
| 24 | Private Advisor Group, LLC | $2.4M | 9,558 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 9,062 | Added |