| 1 | Avantax Planning Partners, Inc. | $43.0M | 837,252 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $34.0M | 662,862 | Added |
| 3 | TRUIST FINANCIAL CORP | $22.0M | 428,848 | Trimmed |
| 4 | RMR Wealth Builders | $18.1M | 351,741 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $18.0M | 349,602 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $17.7M | 345,208 | Added |
| 7 | True Blue Financial, LLC | $14.5M | 281,978 | Added |
| 8 | Miracle Mile Advisors, LLC | $12.9M | 251,295 | Trimmed |
| 9 | MOTCO | $9.5M | 185,023 | Hold |
| 10 | Kestra Advisory Services, LLC | $8.4M | 164,013 | Added |
| 11 | First Heartland Consultants, Inc. | $8.2M | 158,769 | Added |
| 12 | ERn Financial, LLC | $7.8M | 152,769 | Added |
| 13 | BCGM Wealth Management, LLC | $7.6M | 147,834 | Added |
| 14 | CITIGROUP INC | $7.6M | 147,830 | Trimmed |
| 15 | Sequoia Financial Advisors, LLC | $6.9M | 134,195 | Trimmed |
| 16 | CWA Asset Management Group, LLC | $6.5M | 127,174 | Added |
| 17 | Blackhawk Capital Partners, LLC | $6.0M | 115,918 | Added |
| 18 | Private Advisor Group, LLC | $5.4M | 105,378 | Trimmed |
| 19 | MGO ONE SEVEN LLC | $5.1M | 100,177 | Added |
| 20 | Brady Martz Wealth Solutions, LLC | $5.0M | 97,549 | Trimmed |
| 21 | COUNTRY TRUST BANK | $4.5M | 88,133 | Added |
| 22 | Magnus Financial Group LLC | $4.4M | 85,923 | Added |
| 23 | Etesian Wealth Advisors, Inc. | $4.4M | 85,581 | Trimmed |
| 24 | Investment Planning Advisors, Inc. | $4.0M | 77,540 | Added |
| 25 | Westside Investment Management, Inc. | $3.6M | 70,950 | Trimmed |