| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $28.3M | 370,196 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $18.1M | 236,316 | Trimmed |
| 3 | Strategic Point Investment Advisors, LLC | $17.2M | 224,324 | Added |
| 4 | Procyon Advisors, LLC | $13.0M | 169,501 | Added |
| 5 | AE Wealth Management LLC | $10.9M | 142,087 | Added |
| 6 | Yoder Wealth Management, Inc. | $8.0M | 104,535 | Added |
| 7 | CITIGROUP INC | $7.3M | 95,413 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $7.2M | 94,044 | Added |
| 9 | Smith Salley Wealth Management | $4.5M | 59,305 | Trimmed |
| 10 | Maltin Wealth Management, Inc. | $4.2M | 54,696 | Added |
| 11 | LYNCH & ASSOCIATES/IN | $3.2M | 41,958 | Added |
| 12 | Robertson Stephens Wealth Management, LLC | $3.0M | 38,943 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.6M | 34,082 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 30,298 | Added |
| 15 | Harbor Asset Planning, Inc. | $2.3M | 29,865 | Trimmed |
| 16 | Merit Financial Group, LLC | $2.1M | 27,829 | Trimmed |
| 17 | Buska Wealth Management, LLC | $1.8M | 23,641 | Trimmed |
| 18 | PFG Advisors | $1.8M | 23,136 | Added |
| 19 | SMITH SHELLNUT WILSON LLC /ADV | $1.7M | 22,243 | Trimmed |
| 20 | Beaumont Financial Advisors, LLC | $1.6M | 20,664 | New |
| 21 | Fisher Asset Management, LLC | $1.5M | 19,428 | Trimmed |
| 22 | Heck Capital Advisors, LLC | $1.5M | 19,239 | Trimmed |
| 23 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.4M | 17,773 | Added |
| 24 | AMERICAN NATIONAL BANK & TRUST | $1.2M | 16,018 | Added |
| 25 | Traynor Capital Management, Inc. | $1.1M | 14,725 | Trimmed |