| 1 | LPL Financial LLC | $83.9M | 1.8M | Added |
| 2 | Foundations Investment Advisors, LLC | $27.4M | 591,845 | Trimmed |
| 3 | Cetera Investment Advisers | $15.7M | 338,561 | Added |
| 4 | OSAIC HOLDINGS, INC. | $12.6M | 271,181 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $11.7M | 251,676 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $11.3M | 244,964 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $10.5M | 226,161 | Added |
| 8 | Systelligence, LLC | $10.4M | 225,105 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $10.1M | 217,652 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 206,902 | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $9.4M | 203,383 | Added |
| 12 | Western Wealth Management, LLC | $7.1M | 152,757 | Added |
| 13 | ASSETMARK, INC | $6.8M | 146,145 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $6.6M | 143,435 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $6.5M | 140,449 | Trimmed |
| 16 | Sidoxia Capital Management, LLC | $5.5M | 118,868 | New |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | $5.5M | 118,724 | Trimmed |
| 18 | Stewardship Advisors, LLC | $5.0M | 107,795 | Trimmed |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.9M | 105,030 | Added |
| 20 | Sigma Planning Corp | $4.7M | 102,063 | Trimmed |
| 21 | Strategic Blueprint, LLC | $4.7M | 101,711 | Trimmed |
| 22 | Waycross Investment Management Co | $4.2M | 89,983 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $3.5M | 74,584 | Added |
| 24 | Independence Asset Advisors, LLC | $3.2M | 69,539 | Trimmed |
| 25 | Goldstone Financial Group, LLC | $3.2M | 69,506 | New |