| 1 | ENVESTNET ASSET MANAGEMENT INC | $45.0M | 2.5M | Trimmed |
| 2 | Kestra Advisory Services, LLC | $43.3M | 2.4M | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $37.9M | 2.1M | Added |
| 4 | Magnus Financial Group LLC | $35.0M | 2.0M | Added |
| 5 | PARK NATIONAL CORP /OH/ | $34.0M | 1.9M | Added |
| 6 | Falcon Wealth Planning | $27.4M | 1.5M | Added |
| 7 | TRUIST FINANCIAL CORP | $27.4M | 1.5M | Added |
| 8 | AFFINITY WEALTH MANAGEMENT LLC | $27.0M | 1.5M | Added |
| 9 | Prospera Financial Services Inc | $25.3M | 1.4M | Trimmed |
| 10 | COUNTRY TRUST BANK | $23.4M | 1.3M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $23.3M | 1.3M | Trimmed |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $23.1M | 1.3M | Added |
| 13 | Ashton Thomas Private Wealth, LLC | $19.5M | 1.1M | Added |
| 14 | HCR Wealth Advisors | $18.4M | 1.0M | Added |
| 15 | Parkside Investments, LLC | $18.3M | 1.0M | Added |
| 16 | CITIGROUP INC | $17.6M | 984,754 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $15.4M | 862,964 | Added |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $14.6M | 816,488 | Added |
| 19 | Avidian Wealth Enterprises, LLC | $14.3M | 799,715 | Added |
| 20 | Trinity Legacy Partners, LLC | $11.3M | 628,202 | Added |
| 21 | Quad-Cities Investment Group, LLC | $10.1M | 564,160 | Added |
| 22 | Glassy Mountain Advisors, Inc. | $9.6M | 537,655 | Added |
| 23 | Midwest Heritage Bank, FSB | $8.9M | 495,910 | Added |
| 24 | Chicago Partners Investment Group LLC | $8.9M | 499,130 | Added |
| 25 | Fifth Third Securities, Inc. | $8.6M | 481,579 | Added |