| 1 | ASSETMARK, INC | $16.4M | 275,323 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 214,190 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 157,523 | Trimmed |
| 4 | REAP Financial Group, LLC | $8.2M | 138,076 | Trimmed |
| 5 | Onyx Bridge Wealth Group LLC | $6.1M | 102,977 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $5.5M | 91,764 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.1M | 85,991 | Trimmed |
| 8 | MBL Wealth, LLC | $4.8M | 80,208 | Trimmed |
| 9 | STEPHENS INC /AR/ | $3.2M | 53,696 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $3.1M | 52,241 | Trimmed |
| 11 | Apollon Wealth Management, LLC | $2.1M | 34,480 | Hold |
| 12 | INTEGRITY ALLIANCE, LLC. | $1.8M | 29,935 | Hold |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 28,119 | Added |
| 14 | MONEY CONCEPTS CAPITAL CORP | $1.6M | 26,676 | Added |
| 15 | FWG Investments, LLC. | $1.4M | 24,300 | Trimmed |
| 16 | Synergy Asset Management, LLC | $1.4M | 23,313 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $1.4M | 22,938 | Trimmed |
| 18 | Integrity Financial Corp /WA | $1.3M | 22,587 | Trimmed |
| 19 | Aurora Private Wealth, Inc. | $1.3M | 22,339 | Trimmed |
| 20 | Accel Wealth Management | $1.1M | 18,591 | Hold |
| 21 | RFG Advisory, LLC | $1.0M | 17,532 | Added |
| 22 | Bison Wealth, LLC | $854,761 | 14,314 | Hold |
| 23 | CoreCap Advisors, LLC | $812,423 | 13,645 | Added |
| 24 | Midwest Financial Network, LLC | $770,230 | 12,936 | New |
| 25 | IFP Advisors, Inc | $770,150 | 12,935 | Trimmed |