| 1 | ENVESTNET ASSET MANAGEMENT INC | $37.5M | 387,452 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $27.5M | 284,190 | Added |
| 3 | ASSETMARK, INC | $14.3M | 147,384 | Added |
| 4 | Private Advisor Group, LLC | $12.9M | 132,874 | Trimmed |
| 5 | BENJAMIN EDWARDS INC | $11.0M | 113,868 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 91,587 | Trimmed |
| 7 | Kaydan Wealth Management, Inc. | $8.4M | 86,611 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $8.1M | 83,727 | Added |
| 9 | Holistic Financial Partners | $7.6M | 78,335 | Trimmed |
| 10 | COTTONWOOD CAPITAL ADVISORS, LLC | $5.6M | 57,559 | Trimmed |
| 11 | GREENUP STREET WEALTH MANAGEMENT LLC | $4.3M | 44,827 | New |
| 12 | Midwest Heritage Bank, FSB | $4.2M | 43,674 | Trimmed |
| 13 | Prospera Financial Services Inc | $4.1M | 42,540 | Trimmed |
| 14 | Trueblood Wealth Management, LLC | $4.0M | 41,476 | Added |
| 15 | IFP Advisors, Inc | $3.9M | 40,377 | Trimmed |
| 16 | Gateway Wealth Partners, LLC | $3.7M | 37,826 | Trimmed |
| 17 | Atria Investments, Inc | $3.5M | 36,380 | Trimmed |
| 18 | D.A. DAVIDSON & CO. | $3.5M | 35,989 | Trimmed |
| 19 | IAMS WEALTH MANAGEMENT, LLC | $2.8M | 28,642 | Added |
| 20 | AE Wealth Management LLC | $2.7M | 28,235 | Trimmed |
| 21 | PARK AVENUE SECURITIES LLC | $2.0M | 20,500 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $2.0M | 20,485 | Added |
| 23 | Midwest Financial Network, LLC | $1.7M | 17,658 | New |
| 24 | HBW ADVISORY SERVICES LLC | $1.5M | 15,531 | Added |
| 25 | DAYMARK WEALTH PARTNERS, LLC | $1.5M | 15,377 | Added |