| 1 | ENVESTNET ASSET MANAGEMENT INC | $37.2M | 2.0M | Added |
| 2 | TRUIST FINANCIAL CORP | $19.0M | 1.0M | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $18.0M | 956,330 | Added |
| 4 | ASSETMARK, INC | $10.1M | 534,714 | Trimmed |
| 5 | STEPHENS INC /AR/ | $6.7M | 356,844 | Added |
| 6 | TCP Asset Management, LLC | $6.0M | 317,321 | Added |
| 7 | MGO ONE SEVEN LLC | $5.7M | 301,187 | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $5.7M | 300,136 | Trimmed |
| 9 | VAQUERO PRIVATE WEALTH, LTD | $5.5M | 289,470 | New |
| 10 | BENJAMIN EDWARDS INC | $5.2M | 275,648 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 232,464 | Added |
| 12 | Platform Technology Partners | $3.8M | 203,116 | Added |
| 13 | RFG Advisory, LLC | $3.3M | 176,300 | Added |
| 14 | DAVENPORT & Co LLC | $2.6M | 140,244 | Trimmed |
| 15 | Archer Investment Corp | $2.5M | 131,826 | Added |
| 16 | D.A. DAVIDSON & CO. | $2.4M | 127,687 | Added |
| 17 | Center for Financial Planning, Inc. | $2.4M | 124,915 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $2.4M | 124,884 | Added |
| 19 | Avior Wealth Management, LLC | $2.1M | 110,548 | Trimmed |
| 20 | Stenger Family Office, LLC | $2.0M | 107,758 | Trimmed |
| 21 | J.W. COLE ADVISORS, INC. | $1.9M | 98,269 | New |
| 22 | Kestra Advisory Services, LLC | $1.8M | 97,503 | Trimmed |
| 23 | Prospera Financial Services Inc | $1.8M | 97,109 | Added |
| 24 | WealthBridge Capital Management, LLC | $1.8M | 96,278 | Added |
| 25 | Concurrent Investment Advisors, LLC | $1.7M | 92,380 | Trimmed |